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Company: Rockpoint Gas Storage, Inc. Author: Keith Dalrymple

Rockpoint Gas Storage: Cyclical Wolf in YieldCo Clothing - DF Research

Brookfield is accused of using RGSI’s IPO to exit at peak cycle while 80M shares remain locked pending California approval.

Jun 18, 2026 8 min read
Ticker: RXO Company: RXO, Inc.

Dalrymple Finance: RXO's EBITDA Has Collapsed to One-Fifth of Its 2022 IPO Target, Leverage Is Accelerating, and Amazon Just Entered Its Market

TTM EBITDA is projected at $96.7M against a $500M 2027 target, debt/EBITDA has risen from 2.9x to a projected 4.4x in two quarters, and intra-quarter revolver draws tripled from $261M to $566M — while the stock trades 50% above its post-earnings low

May 6, 2026 6 min read

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