Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>DNG reported Q3 financial results that were mixed relative to our expectations, missing on production results and beating on financials.</li>
<li>Q3 revenue was $100.5M compared to our estimate of $89.7M, and Q3 OCF (before WC) was $6.6M compared to our estimate of $4.7M.</li>
<li>Management maintained its annual guidance for production, revenue, and net income but does not expect to hit its capex guidance.</li>
</ul>


DNG reported Q3 financial results that were mixed relative to our expectations, missing on production results and beating on financials.
Q3 revenue was $100.5M compared to our estimate of $89.7M, and Q3 OCF (before WC) was $6.6M compared to our estimate of $4.7M.
Management maintained its annual guidance for production, revenue, and net income but does not expect to hit its capex guidance.


DNG: Solid Q3 Revenue and Cashflow Generation

Dynacor Group

DNG: Solid Q3 Revenue and Cashflow Generation