Solaris Energy Infrastructure Inc stock falls amid market conditions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2024
0mins
Solaris Energy Infrastructure Inc's stock fell by 5.01% as it crossed below its 5-day SMA, reflecting a challenging trading environment.
The decline in Solaris Energy's stock price is attributed to sector rotation, as the broader market showed mixed signals with the Nasdaq-100 down slightly while the S&P 500 remained flat. This indicates a shift in investor focus away from energy infrastructure stocks.
Investors may need to reassess their positions in Solaris Energy as the stock's performance diverges from the overall market trend, suggesting potential volatility ahead.
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Analyst Views on SEI
Wall Street analysts forecast SEI stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 68.680
Low
61.00
Averages
67.00
High
71.00
Current: 68.680
Low
61.00
Averages
67.00
High
71.00
About SEI
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation as well as the management of raw materials used in the completion of oil and natural gas wells. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions. It operates a repair and maintenance facility in Buffalo, Texas, as well as storage and yard facilities located in Southaven, Mississippi; Memphis, Tennessee; and Hobbs, New Mexico. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the management of raw materials used in the completion of oil and natural gas wells. Its equipment-based logistics services include field technician support, software solutions, and also include last mile and mobilization services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sintana Energy Closes $11.5 Million Fundraise Successfully
- Successful Fundraise: Sintana Energy has successfully issued 38,001,253 New Common Shares at 22.5 pence and C$0.41, raising a total of $11.5 million (approximately £8.6 million, C$15.6 million), which provides crucial funding for the company's operations and expansion plans.
- Executive Investment: CEO Robert Bose and President Eytan Uliel each subscribed for 826,105 shares through Charlestown Energy Partners LLC with an investment of $250,000, demonstrating strong executive confidence in the company's future and enhancing market trust in its governance.
- Related Party Transaction: The fundraise is classified as a related party transaction, with Sintana relying on exemptions under MI 61-101 since the transaction value does not exceed 25% of the company's market capitalization, providing flexibility in compliance matters.
- Regulatory Approval: The fundraise remains subject to final approval from TSXV, and the newly issued shares are not subject to a hold period under Canadian securities laws, which will help improve liquidity and attract more investor interest in the company's future developments.
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- Financing Transactions Completed: Solaris Energy Infrastructure, Inc. has successfully closed nearly $2 billion in financing transactions, including a $1.3 billion senior unsecured bond offering at a 6.375% rate, which allowed the company to retire higher-cost debt and add approximately $800 million in net proceeds to its balance sheet.
- Credit Facility Established: The company has also put in place a new $650 million credit facility, and the combination of these new financings with expected operational cash flow is anticipated to fully fund the company's capital expenditure commitments, ensuring future project development.
- Contract Expansion: Solaris signed an amendment to expand its original 500 MW contract by an additional 130 MW and significantly enhanced balance of plant scope, increasing total contracted project investment by over 60%, which will further strengthen the company's competitive position in the market.
- CEO Commentary: The executives noted that with two-thirds of their 3.1 GW current and on-order capacity under long-term contracts, the expanded project scope and strengthened balance sheet position the company well to meet the growing demand for behind-the-meter power, enabling continued service delivery to customers while generating strong returns for shareholders.
See More
Insider at Solaris Energy Infrastructure (SEI.US) Plans to Sell $149 Million in Common Stock via Form 144
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Market Value: The total market value of the shares being sold is approximately $149 million.
See More
Solaris Energy Infrastructure Prices $1.3 Billion Senior Notes Offering
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- Use of Proceeds: The net proceeds from this offering will be utilized to repay certain outstanding borrowings, cover related fees, and for general corporate purposes, including funding growth capital expenditures, aimed at optimizing the company's financial structure and supporting future expansion.
- Compliance Statement: The Notes have not been registered under the Securities Act of 1933 and are being offered only to qualified institutional buyers and non-U.S. persons, ensuring compliance with relevant laws and reducing legal risks.
- Market Positioning: Solaris focuses on providing mobile and scalable equipment solutions across multiple U.S. markets, including energy and data centers, highlighting its strategic importance in the rapidly evolving energy infrastructure sector.
See More
Solaris Energy Infrastructure Prices $1.3B Senior Notes Due 2031
- Note Offering Size: Solaris Energy Infrastructure has successfully priced $1.3 billion of 6.375% senior notes, expected to close on May 12, 2026, providing substantial funding to repay debt and cover fees.
- Debt Repayment and Capex: Proceeds from the notes will be utilized to repay existing debt, pay related fees, and support general corporate purposes, including growth capital expenditures, thereby enhancing the company's financial stability and future growth potential.
- Financial Outlook: Solaris anticipates its pro forma adjusted EBITDA to reach between $83 million and $93 million in Q2 2026, indicating steady improvement in financial performance while continuing to grow, which further boosts investor confidence.
- Long-term Commitment: The notes will be fully guaranteed by Solaris and its subsidiary guarantors, ensuring investor rights and reflecting the company's strong commitment to future growth and strategic positioning in the energy infrastructure sector.
See More
Solaris Energy Infrastructure Plans $1.3 Billion Senior Notes Offering
- Bond Offering Plan: Solaris Energy Infrastructure's subsidiary intends to offer $1.3 billion in senior notes due in 2031, with proceeds aimed at repaying certain outstanding borrowings and related fees, indicating a focus on optimizing financial structure.
- Clear Use of Funds: The proceeds from this bond offering will be allocated for general corporate purposes, including funding growth capital expenditures, reflecting the company's proactive strategy to expand its business and enhance market competitiveness.
- Guarantee Structure: The notes will be guaranteed by Solaris and certain subsidiaries on a senior unsecured basis, which enhances investor confidence in the security of the bonds and may attract more qualified institutional buyers.
- Regulatory Compliance: The offering will be made to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S, demonstrating the company's flexibility and adaptability in the global capital markets.
See More
Sintana Energy Closes $11.5 Million Fundraise Successfully
- Successful Fundraise: Sintana Energy has successfully issued 38,001,253 New Common Shares at 22.5 pence and C$0.41, raising a total of $11.5 million (approximately £8.6 million, C$15.6 million), which provides crucial funding for the company's operations and expansion plans.
- Executive Investment: CEO Robert Bose and President Eytan Uliel each subscribed for 826,105 shares through Charlestown Energy Partners LLC with an investment of $250,000, demonstrating strong executive confidence in the company's future and enhancing market trust in its governance.
- Related Party Transaction: The fundraise is classified as a related party transaction, with Sintana relying on exemptions under MI 61-101 since the transaction value does not exceed 25% of the company's market capitalization, providing flexibility in compliance matters.
- Regulatory Approval: The fundraise remains subject to final approval from TSXV, and the newly issued shares are not subject to a hold period under Canadian securities laws, which will help improve liquidity and attract more investor interest in the company's future developments.
See More
Solaris Secures Nearly $2 Billion in Financing
- Financing Transactions Completed: Solaris Energy Infrastructure, Inc. has successfully closed nearly $2 billion in financing transactions, including a $1.3 billion senior unsecured bond offering at a 6.375% rate, which allowed the company to retire higher-cost debt and add approximately $800 million in net proceeds to its balance sheet.
- Credit Facility Established: The company has also put in place a new $650 million credit facility, and the combination of these new financings with expected operational cash flow is anticipated to fully fund the company's capital expenditure commitments, ensuring future project development.
- Contract Expansion: Solaris signed an amendment to expand its original 500 MW contract by an additional 130 MW and significantly enhanced balance of plant scope, increasing total contracted project investment by over 60%, which will further strengthen the company's competitive position in the market.
- CEO Commentary: The executives noted that with two-thirds of their 3.1 GW current and on-order capacity under long-term contracts, the expanded project scope and strengthened balance sheet position the company well to meet the growing demand for behind-the-meter power, enabling continued service delivery to customers while generating strong returns for shareholders.
See More
Insider at Solaris Energy Infrastructure (SEI.US) Plans to Sell $149 Million in Common Stock via Form 144
Stock Sale Announcement: Solar Energy Infrastructure (SEI.U.S) plans to sell 2 million shares of its common stock on May 6.
Market Value: The total market value of the shares being sold is approximately $149 million.
See More
Solaris Energy Infrastructure Prices $1.3 Billion Senior Notes Offering
- Offering Size: Solaris Energy Infrastructure, LLC has announced the pricing of $1.3 billion in aggregate principal amount of 6.375% Senior Notes due 2031, demonstrating the company's robust financing capability in the capital markets.
- Use of Proceeds: The net proceeds from this offering will be utilized to repay certain outstanding borrowings, cover related fees, and for general corporate purposes, including funding growth capital expenditures, aimed at optimizing the company's financial structure and supporting future expansion.
- Compliance Statement: The Notes have not been registered under the Securities Act of 1933 and are being offered only to qualified institutional buyers and non-U.S. persons, ensuring compliance with relevant laws and reducing legal risks.
- Market Positioning: Solaris focuses on providing mobile and scalable equipment solutions across multiple U.S. markets, including energy and data centers, highlighting its strategic importance in the rapidly evolving energy infrastructure sector.
See More
Solaris Energy Infrastructure Prices $1.3B Senior Notes Due 2031
- Note Offering Size: Solaris Energy Infrastructure has successfully priced $1.3 billion of 6.375% senior notes, expected to close on May 12, 2026, providing substantial funding to repay debt and cover fees.
- Debt Repayment and Capex: Proceeds from the notes will be utilized to repay existing debt, pay related fees, and support general corporate purposes, including growth capital expenditures, thereby enhancing the company's financial stability and future growth potential.
- Financial Outlook: Solaris anticipates its pro forma adjusted EBITDA to reach between $83 million and $93 million in Q2 2026, indicating steady improvement in financial performance while continuing to grow, which further boosts investor confidence.
- Long-term Commitment: The notes will be fully guaranteed by Solaris and its subsidiary guarantors, ensuring investor rights and reflecting the company's strong commitment to future growth and strategic positioning in the energy infrastructure sector.
See More
Solaris Energy Infrastructure Plans $1.3 Billion Senior Notes Offering
- Bond Offering Plan: Solaris Energy Infrastructure's subsidiary intends to offer $1.3 billion in senior notes due in 2031, with proceeds aimed at repaying certain outstanding borrowings and related fees, indicating a focus on optimizing financial structure.
- Clear Use of Funds: The proceeds from this bond offering will be allocated for general corporate purposes, including funding growth capital expenditures, reflecting the company's proactive strategy to expand its business and enhance market competitiveness.
- Guarantee Structure: The notes will be guaranteed by Solaris and certain subsidiaries on a senior unsecured basis, which enhances investor confidence in the security of the bonds and may attract more qualified institutional buyers.
- Regulatory Compliance: The offering will be made to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S, demonstrating the company's flexibility and adaptability in the global capital markets.
See More
