Added to YB: 2026-07-10
Pitch date: 2026-07-08
OMSE [neutral]
OMS Energy Technologies Inc.
+3.37%
current return
Author Info
Company Info
OMS Energy Technologies Inc., through its subsidiaries, manufactures and sells specialty connectors and pipes, surface wellhead and Christmas trees, premium threading services, and other ancillary services in Saudi Arabia, Singapore, Malaysia, Thailand, Indonesia, Cayman Island, and internationally.
Market Cap
$172.1M
Pitch Price
$4.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.83
P/E
5.29
EV/Sales
0.22
Sector
Energy Equipment and Services
Category
value
Companies I’m invested in – July 2026 - OMS Energy Technologies Inc.
OMSE (holding update): Trades ~$175M mkt cap below book, w/ $153M cash + $45M current assets vs $35M liabilities; $33M profit, $52M FCF on $155M sales. Mgmt bought biz for $2M, turned around, IPO'd $360M; CEO owns 60%+. Aramco 10yr deal (came in $91M vs $120-200M range). Ex-Aramco biz $60M+ sales, 30-40% GM. Undiscovered post-IPO, no fund holds 5%. Risk: customer concentration, tight liquidity.
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