** Oil and gas logistics firm Atlas Energy Solutions' AESI.N shares down 11.3% premarket at $10.78 as it looks to raise capital
** Austin, Texas-based proppant (frac sand) supplier offering privately $300 mln 5-yr convertible bonds
** It intends to use approx $66 mln of net offering proceeds to repay lease agreement with Stonebriar Commercial Finance, and approx $75 mln to repay credit facility
** AESI also plans to use some proceeds to fund cost of capped calls, derivative transactions employed to help offset potential dilution
** Any remainder to be used for general corp purposes, including to purchase a portion of power generation equipment under its global framework agreement with Caterpillar CAT.N
** Last month, AESI entered $840 mln deal with CAT through 2029 to support private grid development pipeline
** AESI has ~$1.5 bln market cap as of last close
** AESI stock fell for 5th straight session on Thurs, ending down 0.4%, trimming YTD gain to ~29%
** Of 11 analysts covering the stock, 4 rate "strong buy" or "buy", 5 rate "hold" and 2 recommend "sell"; median PT $12.50, per LSEG data
(Lance Tupper is a Reuters market analyst. The views expressed are his own)
((lance.tupper@tr.com 1-646-279-6380))
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