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#	AUTHOR DATE SUBJECT
8	member 12/10/15 11:30AM Re: Re: consolidation in the space 7
the earnings call said that 15 plants have already been either shut down completely or partially. there is still way too much capacity here and too many smaller players. if the big guys are having problems,... login to read the rest view available tags
7	member 12/09/15 7:15PM Re: consolidation in the space 6
I think HCLP wins b/c this is all about size and ability to lower distribution costs. A bunch of smaller guys are going to fail. view available tags
6	member 12/09/15 3:31PM consolidation in the space
great return on the idea! anyone have thoughts on consolidation in the space and who the dance partners might be? view available tags