Added to YB: 2026-05-21
Pitch date: 2026-05-19
NUAI [neutral]
New Era Energy & Digital, Inc.
+0.74%
current return
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
Company Info
New Era Energy & Digital, Inc. operates as a developer and operator of next-generation digital infrastructure and integrated power assets for advanced artificial intelligence hyperscalers.
Market Cap
$483.1M
Pitch Price
$4.04
Price Target
100.00 (+2394%)
Dividend
N/A
EV/EBITDA
-32.06
P/E
-5.38
EV/Sales
391.86
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Power scarcity creates massive tailwinds - New Era Energy & Digital
NUAI (update): 54-acre land binding agreement secured (hyperscaler demand); Phase 1 200MW bypassing ERCOT queue via existing Vistra/Calpine infrastructure; Phase 2 450MW behind-the-meter planned; $80M cash, $7-8M/qtr burn extends runway past Oct 8 covenant; Sharon AI fully off cap table; key catalyst: finalize JV w/ Stream to trigger hyperscaler tenant deal; peer comp implies $50-100 stock if 8.4GW campus materializes; speculative bet, dead if hyperscaler doesn't sign.
Read full article (4 min)