RE:Birch Hill Equity PartnersInteresting take - I would agree that Birch Hill is running the show here. Too hard to speculate based on the limited information that we have. The only things we know for sure is that CEO & CFO were sacked suddenly and a BoD member resigned. If your case was plausible - I think this would have been announced as part of the next quarter results as a positive spin.
Right now, there's no reason to sell until we get the news next week. At this price, the HDRD facility is priced at zero and TWM as a whole is priced for worse case scenario. I would probably say there's a high probability that a transaction will happen in the next year, whether it's LCFS being privatized/spun off.. or TWM just getting sold in pieces.