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November 30, 2026
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Bump
Bumping this - anyone have any info? They seem to be in an interesting place in infra.
Really smart guys with a differentiated strategy IMO.
I cover infra and have never heard of them.
their portfolio page is heavy oil and gas - just a heads up.
team doesn’t look strong at any level
Bump
anyone have updated thoughts on these guys?
Read up on suniva and Heliene - and how they’re impacted by the Trump Megabill that was just passed
American offshore services also very interesting
So u view OIC highly? U did say above u never heard of them 2 years ago. Has ur sentiment changed?
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