Added to YB: 2026-04-22
Pitch date: 2026-04-19
NUAI [bullish]
New Era Energy & Digital, Inc.
-5.04%
current return
Author Info
No bio for this author
Company Info
New Era Energy & Digital, Inc. operates as a developer and operator of next-generation digital infrastructure and integrated power assets for advanced artificial intelligence hyperscalers.
Market Cap
$456.4M
Pitch Price
$4.56
Price Target
34.51 (+653%)
Dividend
N/A
EV/EBITDA
-39.07
P/E
-4.43
EV/Sales
514.11
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
$NUAI Thesis
NUAI: Texas 1.4GW data center project w/ hyperscaler LOI (confirmed in Macquarie filing). Stream Data Centers partnership for construction/operation in GP/LP structure (80% LTC) avoids massive dilution. $290M Macquarie credit facility + $5M equity at $5/share (20% premium). 450MW behind-meter generation secured. Phase 1 (200MW) EBITDA $135M at 50% ownership → $14-16/share at 14-16x multiple, $34.51 full execution target.
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