These sentiments are fantastic to hear, and largely align with my crude (pun intended) understanding of the current marketplace. Given their skew to distillate production from the 75k bpd former Shell Mobile, AL refinery (closed April 1st) it appears they'll have paid for the refinery ($75M) with just 2Q22's FCF. Renewable diesel project value also appears discounted at current price, long still looking to add on weakness ahead of earnings next month.
I remember you being bullish $PLBY, what happened there? I never got round to looking at it too deeply, but thought it was interesting.