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Entries Tagged as 'BOOM'

DMC Global Thrives On The Fracking Boom

October 3rd, 2018 · Comments Off on DMC Global Thrives On The Fracking Boom

Despite the company beating expectations and producing all out, the shares crashed 20% on Q2 earnings as there are some cost increases related to capex and litigation. Capex will temporarily increase but this will expand capacity as well as margins, so we view this as a positive. The fracking boom, which underpins much of the […]

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Tags: BOOM

BOOM! Spectacular Turnaround At DMC Global

May 6th, 2018 · Comments Off on BOOM! Spectacular Turnaround At DMC Global

This is quite a turnaround. The company is hitting on all, or in any case on most cylinders. There are some snags, though, mostly in the form of possible anti-dumping fines and litigation cost. Debt has also increased. While much of the turnaround has already priced into the stock price, there is further upside with […]

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Tags: BOOM