Precision Drilling: Exactly Where I Want To Put My Money Now

Impact · against what's priced in

Precision Drilling shows strong operational momentum with rig count growth and stable EBITDA that appears undervalued relative to its market cap. The combination of vertical integration and strategic positioning for LNG/AI energy demand provides a positive catalyst for revenue growth.

PDS+0.60

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In context

The company is gaining market share by increasing active rig counts in Canada and the US despite industry-wide declines, supported by a stable C$500 million EBITDA.

Read from the article alone

• capex
• energy
• PDS
• ai energy
• canada
• drilling
• ebitda
• lng
• rigs
• usa

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