Atlas Energy Solutions, our biggest holding has announced Second Quarter 2025 Results
The business is stable and so are sales, The Dune Express is now fully operational and some past acquisitions like the Power segment are starting to emerge, but there is yet another acquisition , this time PropFlow , very little information was shared and I could not find any info about the price paid or the size of the business. While good acquisitions are a tried and tested way to compound the value of a business I feel like there is a new one every quarter and there are always “upcoming synergies” and temporary costs, and , as is normal , every acquisition comes with a hit on the stock price, and the buyback program is not compensating for the dilution happening on those acquisitions.
I still believe strongly that the company is very well-posed for value creation and with its 7.7% dividend yield it's not as hard to wait for it.
Balance sheet and Liquidity remains solid.
The company has also decided to join the NYSE Texas with dual listing, as a Texas company this was expected and it's a good move but it's expected to have little impact for now.
sources:
https://ir.atlas.energy/news-events/press-releases/detail/60/atlas-energy-solutions-announces-second-quarter-2025-results
https://ir.atlas.energy/news-events/press-releases/detail/58/atlas-energy-solutions-announces-acquisition-of-propflow
https://ir.atlas.energy/news-events/press-releases/detail/59/atlas-energy-solutions-announces-dual-listing-on-nyse-texas
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with Q2 showing a dip in product sales and margins, and the stock reacting negatively to yet another acquisition, I’d like to see clearer execution on synergies before adding... Show More
If I'm not wrong, they suspended dividends. It's on my watchlist
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Sun Feb 08 2026 05:17:40 GMT+0000 (Coordinated Universal Time)
