Guasty Winds on ProPetro Holding Corp. (PUMP)
主要经营地 Midland, Texas（美国）
详细的生意模式 油服压裂+新业务电力（behind-the-meter power）服务数据中心/油田
护城河 区域规模与资产；电力长约带来进入壁垒与稳定性
估值水平 FCF/EV=2.2%；EV/EBITDA=5.8x；P/E=1.4x
EV/Market Cap 1.09x
网络观点 🟢 从纯油服向“油服+电力”转型，数据中心电力紧缺或带来高回报长约
AI的观点 ✅周期+结构升级组合 ✅核对：电力合同期限/定价、capex与IRR、对手与监管；油服看利用率与油价周期 ⚠️转型初期执行风险高，电力不及预期则仍随油服周期波动
作者简介 专业❌否；顶级❌否；13F❌否；回报0.1% (1 trades)；@guastywinds
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