Added to YB: 2025-07-08
Pitch date: 2025-07-04
AESI [bullish]
Atlas Energy Solutions Inc.
+42.63%
current return
Author Info
No bio for this author
Company Info
Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico.
Market Cap
$2.4B
Pitch Price
$13.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.58
P/E
-23.79
EV/Sales
2.84
Sector
Energy Equipment and Services
Category
dividend
Weird Shit Investing 2025 - Atlas Energy Solutions Inc.
AESI: Low-cost sand producer in Permian Basin led by Bud Brigham. 2023/24 $700M invested in Dune Express (42-mile conveyor) & autonomous trucks to slash delivery costs from 70-80% to single digits. 7.4% dividend yield with potential 10% yield in 3 years. Attractive entry at mid-teen EV/FCF with sustainable FCF at mid-cycle $25/ton.
Read full article (2 min)