What Makes Atlas Energy Solutions (AESI) an Investment Bet?

Core Insights - Signia Capital Management's Small-Micro Cap Values strategy achieved a gross return of 39.28% and a net return of 35.04% for the full year 2025, significantly outperforming the Russell Microcap Value's return of 23.83% and the Russell 2000 Value's return of 12.59% [1] - Since inception, the strategy has delivered a net annualized return of 29.42%, compared to 16.15% for the Russell Microcap Value and 14.54% for the Russell 2000 Value [1] Company Focus - Atlas Energy Solutions Inc. (NYSE:AESI) is highlighted as a key investment, providing frac sand used in oil and gas well-completion processes [2][3] - As of February 11, 2026, Atlas Energy Solutions Inc. had a stock price of $12.01 per share, with a one-month return of 9.88% but a decline of 42.97% over the past twelve months [2] - The market capitalization of Atlas Energy Solutions Inc. is reported at $1.997 billion [2] - Signia Capital Management initiated a position in Atlas Energy Solutions Inc. in early December 2025, marking one of seven new buys in the second half of 2025 [3]