Eric Pelnik's avatar
Nice analysis! How did you get into commodities?
Plum Capital's avatar
@eric I'm not a commodities expert but have covered the sector briefly at my old job. But I've followed this particular company for years
Joey Hirendernath's avatar
"While a buyout possibility is rarely good enough on its own as an investment thesis, it is a free kicker here and provides the investor a second way to win" - this was a really interested way to frame it. Almost like a bonus to your main idea. Thanks for sharing :)
Plum Capital's avatar
@joeyhirendernath Thanks, glad you liked it!