External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>ARIS, a water midstream IPO, had a strong start in 2021 but struggled in the second half of 2022</li><li>Units are trading close to all-time lows despite stable business performance</li><li>Recommendation to buy common units as ARIS offers good value at 5.3x FY24 EBITDA, with potential upside to $15.00 - $18.00 in the next few years</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

ARIS, a water midstream IPO, had a strong start in 2021 but struggled in the second half of 2022Units are trading close to all-time lows despite stable business performanceRecommendation to buy common units as ARIS offers good value at 5.3x FY24 EBITDA, with potential upside to $15.00 - $18.00 in the next few yearsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Aris Water Solutions Inc (ARIS) - Sunday, Feb 4, 2024

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul><li>Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is concentrated on long-term investing, focused on small-cap companies.</li><li>For the 3Q22 quarter (ended Sept 30, 2022), cumulative net returns increased 14%. YTD returns are down 16%.</li><li>Since inception in November 2015 through quarter end 3Q22, LCA has returned a cumulative 130% net of fees, or 13% CAGR.</li><li>I continue the effort to upgrade our portfolio by consolidating around whatI believe will be the highest IRR ideas.</li></ul>

Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is concentrated on long-term investing, focused on small-cap companies.For the 3Q22 quarter (ended Sept 30, 2022), cumulative net returns increased 14%. YTD returns are down 16%.Since inception in November 2015 through quarter end 3Q22, LCA has returned a cumulative 130% net of fees, or 13% CAGR.I continue the effort to upgrade our portfolio by consolidating around whatI believe will be the highest IRR ideas.

United States

Aris Water Solutions Inc provides full-water handling and recycling solutions. The Company develops and operates produced water infrastructure and recycling for the operators in the permian Basin. Aris Water Solutions serves customers in the United States.

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Aris Water Solutions (ARIS US)

Aris Water Solutions Inc (ARIS) - Sunday, Feb 4, 2024

ecommendation to buy common units as ARIS offers good value at 5.3x FY24 EBITDA, with potential upside to $15.00 - $18.00 in the next few years

Value Investors Club (VIC)

Long Cast Advisers Q3 2022 Letter

Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is...

Fund Newsletters

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