I’m with you my man. $acn is 8% of my book. I’m very close to adding $cash as well to round out the consulting with a 2-3 % allocation. FCF yield is stellar. I’m 48 and have been in the game heavy for 30 years. I’ve seen this same song and dance before. Just buy and get to you desired allocation and walk away.
Funny thing is we are still in the top or bottom of the second inning. Set 3 will be Trump. You can all but guarantee it will be a strong rvo again. The Midwest is a big key to the white house and Trump/vance/rubio know it. I have to rerun my numbers to make sure I don’t have a bust in there when I look at projected ebitda and earnings relative to their stock prices. $clmt $ff $dar
@Zerosumgame33 Dude I follow the same shit….the daily RSI on $dar is so freaking low…..I expect the whole lot $clmt $dar $ff and other honorable mentions to rally pretty hard…..weird how we get rin data and opex on the same day 🤔
Supply check: Outside of FutureFuel in Arkansas, have any idled U.S. #biodiesel plants restarted in 2026? Or is virtually all the production uptick coming from higher utilization rates?