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4/23/21 3:57PM
GEL Soda Ash
I would argue GEL's soda ash business doesn't currently reflect the true profitability-- 3 factors at play here, #1) obviously prices are down depressing margins #2) volumes are down, and 2) GEL has mothballed Granger and... login to read the rest
I was wodering what are your current views on CINR? Why do you think the stock has been under pressure, while virtually every other commodity has increased significantly?
Thanks for the write up. Is their cost lower than Genesis (GEL)? Given the risk of GP, why not just own Genesis which does not have GP, or you like CINR better because of their
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