Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
AESI [bullish]
Atlas Energy Solutions Inc.
-4.11%
current return
Author Info
No bio for this author
Company Info
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico.
Market Cap
$1.5B
Pitch Price
$11.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.39
P/E
-104.63
EV/Sales
1.82
Sector
Energy Equipment and Services
Category
turnaround
Signia Capital Management New Position: Atlas Energy Solutions Inc.
AESI (new position): Lowest-cost frac sand producer in Permian Basin w/ unique 42-mile Dune Express conveyor cutting trucking 60-70%. Fast-growing distributed power biz targeting 400+ megawatts by 2027 vs 240 today (2,000MW potential) serving AI data centers. Trading at multi-year lows & ~1x BV despite cyclical sand bottom + power growth catalysts. Expect re-rating over 18-24 months.
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