RE:RE:RE:RE:RE:RE:RE:Good quarter .Hah, thanks for reading and making it to the end! This has the potential to be the year 2020 should have been, but their eyes always seem bigger than their budgets. I get the feeling their plan with the IPO was to continuously issue equity and grow through acquisition, not this pay down debt through FCF generation. It's not in their blood and, with kind commodity prices and if they can sell this 'green' story the way other stocks have it might work out for them yet.
I don't mind the messaging, calling acid gas injection carbon sequestration is kind of funny, but the food and fryer grease to diesel project isn't my favorite. Low energy density and competition for feedstock make is seem like not the kind of asset that will be running in 30 years. Too much reliance on lcfs credits, but I guess they've got to follow the trends and the money.