Added to YB: 2026-04-02
Pitch date: 2026-03-30
NUAI [neutral]
New Era Energy & Digital, Inc.
+14.06%
current return
Author Info
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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
$211.2M
Pitch Price
$3.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.03
P/E
-3.58
EV/Sales
237.18
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
New Era Energy & Digital, Inc. - $NUAI
NUAI (overview): Pre-revenue AI data center pivot; 438-acre TX site w/ 450MW BTM gas gen plan, Primary Digital co-dev (ex-DLR CEO Stein), new CFO Warner tasked w/ credit facility by Jun 30 when $50M note matures. Base: anchor lease H2'26, Phase 1 energized H2'27, $40-80M FY28 rev. Bear: note default, equity wipeout. Bull: 5-10x on execution. Going concern, -$30M FY25 loss, $885K legacy gas rev. Fuzzy Panda short report alleges promo spend > opex, Remnant Oil bankruptcy history, 3 class actions pending. 18.8% short interest. Binary bet on 90-day refinancing + hyperscaler lease vs default. Comparable Applied Digital precedent shows model works but needs institutional capital + track record NUAI lacks.
Read full article (48 min)