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Enservco sells Colorado assets to focus on year-round operations

EditorNatashya Angelica
Published 09/08/2024, 12:08
ENSV
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LONGMONT, Colo. - Enservco (NYSE:ENSV) Corporation (NYSE American: ENSV) has divested certain assets of its subsidiary Heat Waves Hot Oil Service, LLC, to HP (NYSE:HPQ) Oilfield Services, LLC for a total consideration of $1.695 million. The transaction, which includes $1,221,625 in cash and a $473,375 short-term note, is part of the company's strategy to reduce dependency on seasonal businesses and pay down debt.

The proceeds from this sale will be directed towards retiring the company's borrowings under the Utica Facility. Enservco is also in the final stages of acquiring Buckshot Trucking, LLC, a move expected to transform the company's market position by entering the logistics sector. This acquisition, deemed immediately accretive, aims to provide Enservco with year-round cash flows and margin generation.

Chairman and CEO Rich Murphy stated that the sale aligns with the company's ongoing efforts to improve operational efficiency and financial positioning. The move is also intended to support Enservco's compliance with NYSE American Listing Standards. Following the asset sale, Enservco plans to renegotiate the remaining balance of the Utica Facility to further strengthen its financial standing.

The divestiture reflects Enservco's broader transition towards a business model less reliant on seasonal industry activities, focusing instead on providing services that generate consistent revenue throughout the year. The company continues to offer frac water heating and hot oil services in the Marcellus/Utica basins, bolstered by last year's Rapid Hot acquisition.

The information in this article is based on a press release statement from Enservco Corporation. The company provides various oilfield services, including hot oiling, acidizing, and frac water heating across major U.S. oil and gas basins. The anticipated Buckshot Acquisition is scheduled to close in the third quarter of 2024, marking Enservco's entry into the energy logistics market.

In other recent news, Enservco Corporation has made several significant moves. The company has reported a substantial 125% increase in adjusted EBITDA and a 10% rise in gross profit margin for the first quarter of 2024, largely attributed to colder winter conditions and improved operational efficiencies. Enservco has also revealed plans to acquire Buckshot Trucking, a move that aims to transition to a year-round logistics business and enhance cash flow and growth prospects.

The company has been approved by a majority of its stockholders to issue new shares in two separate agreements with Buckshot Trucking, LLC, and Keystone Capital Partners, LLC. However, the specifics regarding the number of shares to be issued or the financial terms of the agreements have not been disclosed.

Enservco is also facing potential delisting from the NYSE American exchange due to a failure to meet the minimum stockholders' equity requirement. The company has announced its intention to appeal the decision and is implementing an updated plan to address the equity shortfall. This includes securing a $10 million equity line of credit and converting convertible notes totaling $2.2 million into equity.

These recent developments are indicative of Enservco's strategic initiatives to strengthen its financial position. The acquisition of Buckshot Trucking, however, is still pending shareholder approval and financing arrangements. Lastly, Rich Murphy, a representative from the company, discussed the firm's performance in Texas and Pennsylvania, citing a smaller but high-margin fleet in Pennsylvania contributing approximately $3 million in revenue.

InvestingPro Insights

Enservco Corporation's (NYSE American: ENSV) recent asset sale is a strategic move to improve its financial health and operational efficiency, as the company seeks to pivot away from seasonal dependencies. The transaction not only contributes to debt reduction but also aligns with Enservco's efforts to adhere to NYSE American Listing Standards and transition towards more consistent revenue streams.

InvestingPro data shows a modest revenue growth of 4.39% in the last twelve months as of Q1 2024, with a quarterly increase of 9.87% in Q1 2024. However, the company's gross profit margin stands at 15.39%, indicating challenges in profitability. Enservco's operating income has been adjusted to a negative $4.1 million in the same period, reflecting an operating income margin of -17.88%. This financial landscape suggests the company's need to focus on improving its profit margins and operational results.

The InvestingPro Tips highlight several concerns for Enservco, including weak gross profit margins and the fact that short-term obligations exceed liquid assets. Additionally, the stock has experienced significant price declines over various periods, including a 55.78% drop in the one-year total return as of the data cutoff. These factors underscore the importance of the company's strategic decisions to divest assets and enter new markets.

For investors looking for more detailed analysis and additional insights, there are 11 other InvestingPro Tips available on Enservco, which can be accessed at https://www.investing.com/pro/ENSV. These tips could provide valuable context and guidance for those considering investment decisions related to the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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