[FUND LETTER] Rewey Asset Management
Added to YB: 2024-01-24
Pitch date: 2024-01-24
ARIS [bullish]
Aris Water Solutions, Inc.
+99.2%
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.
Market Cap
$489.4M
Pitch Price
$8.08
Price Target
12.00 (-25%)
Dividend
2.62%
Sector
Commercial Services and Supplies
Category
growth
Rewey Asset Management holding: ARIS Water Solutions ($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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