RE:RE:RE:RE:RE:RE:RE:transformation with next CEO = Neil RoszellSo let me get this straight 1,2,3 and 4 has nothing to do with management and
"WCP has however a better recycle ratio, lower decline rate (22% vs 28%), better debt metrics. And all of these are something being influenced heavily by a good management team:" Is because of good management.
Honestly son your number are skewed and deceiving and the market pricing is what counts. You are leaving out the cost of servicing the debt, the almost 3x the capex CPG needs and WCP's POR is estimated way lower for 2018 hence the share price differentials. I am not here to say WCP is a better investment but they are both cheap and equally priced. The 3 billion dollar difference in debt is worth 5.5 a share alone nevermind the cost of that debt. You better sharpen your pencil and learn to compare apples to apples. If the CEO was the only problem why then when he stepped down has the stock not bounced.