Added to YB: 2026-02-25
Pitch date: 2026-02-23
NUAI [bullish]
New Era Energy & Digital, Inc.
-2.89%
current return
Author Info
No bio for this author
Company Info
New Era Energy & Digital, Inc., operates as an exploration and production platform, engages in the exploration, development, and production of helium, oil and natural gas, and natural gas liquids in the United States.
Market Cap
$253.9M
Pitch Price
$5.19
Price Target
60.00 (+1076%)
Dividend
N/A
EV/EBITDA
-15.20
P/E
-4.69
EV/Sales
288.83
Sector
Oil, Gas and Consumable Fuels
Category
value
$NUAI investment thesis
NUAI: Behind-the-meter AI datacenter infra play. 438-acre TCDC site valued at ~$500M in powered land alone vs $255M mkt cap. Bypasses ERCOT grid queue delays. Mgmt expects hyperscaler deal in months; if executed, analyst sees $3-5B valuation (12-20x) near-term, $20B long-term (100x). NM AG lawsuit <$10M risk. Asymmetric: land value>enterprise value today.
Read full article (4 min)