DMC GlobalBOOM
About: DMC Global Inc operates a diversified family of technical product and process businesses serving the energy, industrial and infrastructure markets. Its business is organized into three segments: Arcadia, DynaEnergetics, and NobelClad. Arcadia Products supplies architectural building products, including exterior and interior framing systems, windows, urtain walls, storefronts etc to the commercial construction market. NobelClad is involved in the production of explosion-welded clad metal plates for use in the construction of corrosion-resistant industrial processing equipment and specialized transition joints. DynaEnergetics driver, designs manufactures and distributes products utilized by the oil and gas industry principally for the perforation of oil and gas wells.
Employees: 1,800
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
24% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 34
0% more funds holding
Funds holding: 113 [Q2] → 113 (+0) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
4.65% less ownership
Funds ownership: 78.45% [Q2] → 73.81% (-4.65%) [Q3]
15% less capital invested
Capital invested by funds: $226M [Q2] → $192M (-$34M) [Q3]
27% less call options, than puts
Call options by funds: $356K | Put options by funds: $486K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Stifel Stephen Gengaro 50% 1-year accuracy 41 / 82 met price target | 17%upside $8 | Hold Downgraded | 20 Nov 2024 |
Financial journalist opinion
Based on 124 articles about BOOM published over the past 30 days