This mid-month update is a couple of days late because I was in Dallas, Texas attending the IDEAS Conference where nearly 60 companies were presenting. It was an eclectic mix of companies across industries – ranging from a chocolate franchisor with a market cap of just $25 million (RMCF) to a $4 billion aircraft leasing company (FTAI).
Considering the conference was in Texas, there were a large number of energy companies including non-operator oil production companies like Vitesse Energy (VTS) that was spun out of Jefferies (JEF) earlier this year, and oil services companies like Ranger Energy Services (RNGR) that provides onshore oil rigs.