Added to YB: 2025-08-22
Pitch date: 2025-08-20
ACDC [bullish]
ProFrac Holding Corp.
+2.3%
current return
Author Info
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Company Info
ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States.
Market Cap
$696.4M
Pitch Price
$3.91
Price Target
N/A
Dividend
N/A
Sector
Energy Equipment and Services
Category
value
Profrac Holding Corp ($ACDC) - my take
ACDC: Profrac vertically integrated frac leader (45 spreads), added after financing drop. Wilks family (billionaires from $3.5B Frac Tech sale) own 89%+ post-$20M investment. Trades at $3.85 ($689M mkt cap, $1.75B EV). Bullish on US LNG export growth (15 Bcf/d → 24.7+ Bcf/d). Debt ($350M Alpine Silica) not due until 2029.
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