Nov. 10 at 5:12 PM
$ACDC – The comeback story quietly forming.
Everyone focused on the ugly Q3 headline, but under the hood it’s starting to turn:
$100M annual cost-cut plan locked in (labor + SG&A + CapEx).
New multi-fleet contract started in Oct – activity already improving.
ProPilot 2.0 automation = 26% fuel savings → leanest fleets in the patch.
$80M equity raise done + liquidity improved → no more cash crunch talk.
Dual-fuel & electric fleets ready for 2026 LNG boom.
Wilks Bros still buying shares – insiders clearly betting on the rebound.
Stock’s been punished for months, gap still open above
$5-6.
If the cost cuts and Q4 recovery stick, this could turn into one of those “how did we miss that” trades.