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Atlas Energy Solutions still depends on Permian completions, proppant volumes and the Dune Express. The new question is whether a 1.4 GW Caterpillar framework and a 120 MW tech-customer PPA can turn AESI into a power supplier before leverage, losses and execut
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Aebi Schmidt is a newly enlarged specialty-vehicle platform with snowplows, municipal equipment, airport equipment, commercial truck bodies, Shyft merger synergies, a $1.3 billion backlog, and a leverage target that needs cash conversion.
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