Sep. 3 at 5:22 PM
$BAER half way to my 100k goal. The comeback this company makes after Q3 will be biblical. They made a 4.1mil net GAAP income in 2025. I bet they can x3 that this year with how busy 2026 is shaping up. 12 mil net income is absolutely within the realm of possibility if they actually hit
$60M adjusted EBITDA and don't get whacked by unusual charges. They are the top dawg in what they do which makes them the guerilla in the room, their poduct has endless unlimited demand forever, and they are the best at what they do put it plain and simple. The play here is if their income can outgrow the interest on 250mil debt from JP Morgan which I think it will thanks to inflation. Inflation is bullish for this company since it will always be cheaper to pay 100s of millions to Bridger instead of paying out 10s of billions in insurance payouts and infrastructure rebuilds.
