Added to YB: 2025-03-19
Pitch date: 2025-03-17
SEI [bearish]
Solaris Energy Infrastructure, Inc.
Author Info
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Company Info
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States.
Market Cap
$935.5M
Pitch Price
N/A
Price Target
N/A
Dividend
1.95%
Sector
Energy Equipment and Services
Category
N/A
Solaris Energy Infrastructure: How A Crumbling Texas Oilfield Services Company Gambled It All On A Convicted Felon And The World's Richest Man
SEI short: $1.65B co. paid 3.19x BV for felon-led MER, now 96% of rev from xAI. Turbines lack permits, face opposition. Grid scaling up. Undisclosed overhaul costs (~50% of unit cost every 4yrs). 25yr depreciation vs peer 12yr max. Inflated margins. Legacy biz sued for IP theft.
Read full article (31 min)