Professional
Added to YB: 2025-08-26
Pitch date: 2025-08-20
ACDC [neutral]
ProFrac Holding Corp.
+6.39%
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
$3.91
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
special_situation
Opportunity arises in US hydraulic fracturing - ProFrac Holding Corp.
ACDC: Vertically integrated frac co run by Wilks Family, owning 91%, making aggressive insider buys. Building in-house machine (frac, manufacturing, tech, power gen). Potential catalysts: proppant mines IPO when markets improve, likely privatization after bizarre $75M equity raise ($11M dilutive). 91% insider ownership.
Read full article (1 min)