IDEA
AUTHOR
PUBLISHED DATE
05/22/2024
Calumet CLMT
10/07/2022
08/04/2022
01/15/2022
SUBJECT
AUTHOR
POSTED DATE
Re: Inconsistency? CALUMET SPECIALTY PRODS -LP
02/26/2022
Will let Bruno respond as he’s the axe on CLMT, but my 2-cents (not worth much) are below: First, think the capital needs of the project are about half of what you state, closer to $25-$40MM, ... Read more
Re: Inconsistency? CALUMET SPECIALTY PRODS -LP
02/28/2022
Katana    The only reason to sell at the lower end of the Valuation is to derisk the capital structure and mark the asset.   If they sell 15-20 percent at $2 bil valuation and it is eventually ... Read more