Jason Donville
Enterprise Group
E-T
TOP PICK
Jan 06, 2025
It has been an oil and gas services rental type of company but is on to bigger and bigger things. It supplies natural gas portable generators in remote locations and is pivoting into a play on AI centres where a lot of electricity is needed. It uses gas that would otherwise be wasted by natural gas producers. Buy 2 Hold 0 Sell 0
Very high margins, using nat gas instead of diesel for generators in its power division. Power division is growing quickly. Chart is beautiful, more room to run. Anticipates a $4-5 stock.
It has been an oil and gas services rental type of company but is on to bigger and bigger things. It supplies natural gas portable generators in remote locations and is pivoting into a play on AI centres where a lot of electricity is needed. It uses gas that would otherwise be wasted by natural gas producers. Buy 2 Hold 0 Sell 0
(Analysts’ price target is $2.78)