Professional
Added to YB: 2025-08-18
Pitch date: 2025-08-14
ACDC [bullish]
ProFrac Holding Corp.
+18.18%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States.
Market Cap
$690.9M
Pitch Price
$3.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.85
P/E
-1.84
EV/Sales
1.02
Sector
Energy Equipment and Services
Category
turnaround
Time to add Profrac?
ACDC: -42% on $75M raise at $4. Insiders own 90%+, adding to position. Strong risk-reward despite debt concerns. Trading below book value with 'hidden value' in Alpine Silica sand business (potential IPO) + 55% stake in Flotek (~$200M). Leader in US fracturing with 45 fleets. Positioned to benefit from US LNG growth.
Read full article (7 min)