Atlas Energy Solutions Inc. (AESI) M&A Call Transcript

Atlas Energy Solutions Inc. (NYSE:AESI) M&A Conference Call January 27, 2025 10:00 AM ET

Company Participants

Kyle Turlington – Vice President of Investor Relations
John Turner – Chief Executive Officer
Blake McCarthy – Chief Financial Officer
Bud Brigham – Executive Chairman

Conference Call Participants

James Rollyson – Raymond James & Associates, Inc.
Derek Podhaizer – Piper Sandler & Co.
Ati Modak – Goldman Sachs Group, Inc.
Keith MacKey – RBC Capital Markets
Doug Becker – Capital One Securities, Inc.
Scott Gruber – Citigroup Inc.
Edward Kim – Barclays Bank

Operator

Greetings, and welcome to the Atlas Energy Solutions acquisition of Moser Energy Systems Conference Call. At this time all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] As a reminder, this conference is being recorded.

It is now my pleasure to introduce Kyle Turlington, Vice President of Investor Relations. Thank you. You may begin.

Kyle Turlington

Good morning, and welcome to today’s conference call to discuss the acquisition of Moser Energy Systems. With us today are John Turner, CEO; Blake McCarthy, CFO; and Bud Brigham, Executive Chair.

Before we begin, I would like to remind everyone that this call will include forward-looking statements as defined under the U.S. securities laws. Such statements are based on current information and management’s expectations as of this statement and are not guarantees of future performance.

Forward-looking statements involve certain risks, uncertainties and assumptions that are difficult to predict. As such, our actual outcomes and results could differ materially. You can learn more about these risks in the annual report on Form 10-K we filed with the SEC on February 27, 2024, our quarterly reports on Form 10-Q and other SEC filings.

We will also refer to certain non-GAAP financial measures such as adjusted EBITDA, adjusted free cash

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