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Added to YB: 2024-03-26

Pitch date: 2024-03-22

SMLP [bullish]

Summit Midstream Corporation

+39.63%

current return

Author Info

Rodin Capital is a student at the University of Pennsylvania who shares investing ideas in his newsletter. Sign up for the newsletter.

Company Info

Summit Midstream Corporation focuses on owning, developing, and operating midstream energy infrastructure assets primarily shale formations in the continental United States.

Market Cap

$352.8M

Pitch Price

$27.25

Price Target

N/A

Dividend

N/A

EV/EBITDA

10.96

P/E

-2.18

EV/Sales

4.82

Sector

Oil, Gas and Consumable Fuels

Category

special_situation

Show full summary:
New Ideas: Summit Midstream

SMLP: Busted MLP in late stages of strategic review for potential sale of assets or whole company. Compelling hints from management suggest imminent accretive transaction. Cheap at 8x EV/EBITDA for midstream assets. Tax complications may create mispricing opportunity.

Read full article (1 min)