Professional
Added to YB: 2024-01-24
Pitch date: 2024-01-24
ARIS [bullish]
Aris Water Solutions, Inc.
+223.57%
current return
Author Info
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Company Info
Aris Water Solutions, Inc., an environmental infrastructure and solutions company, provides water handling and recycling solutions to oil and natural gas operators in the United States.
Market Cap
$765.0M
Pitch Price
$8.01
Price Target
12.00 (-53%)
Dividend
2.27%
Sector
Energy Equipment and Services
Category
growth
Show full summary:
Rewey Asset Management holding: ARIS Water Solutions ($ARIS)
$ARIS: Water solutions for Permian Basin O&G at $484M mkt cap, 33% below IPO. Essential services, high barriers to entry, strong financials (2.3x debt/EBITDA,$24M cash), resilient biz w/ cost cuts & ESG appeal. 6.4x 2023 EBITDA w/ 4.3% div, $12 tgt=43% upside ex-ESG.
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