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Added to YB: 2024-01-24

Pitch date: 2024-01-24

ARIS [bullish]

Aris Water Solutions, Inc.

+239.59%

current return

Author Info

No bio for this author

Company Info

Aris Water Solutions, Inc., an environmental infrastructure and solutions company, provides water handling and recycling solutions.

Market Cap

$841.6M

Pitch Price

$8.08

Price Target

12.00 (-56%)

Dividend

1.53%

Sector

Commercial Services and Supplies

Category

growth

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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