Conference Call Conference call was pretty brutal. Management seemed listless and disinterested.
Seems They are pinning all short term hopes on government action on LCFS credits, but there are so many short-term issues with this company it's mind-boggling. One of the analyst asked a question on the plan strategically if renewables Is no longer viable and they basically said no change in strategy. We'll just keep operating the assets.
I get that management was maybe dealt a bad hand, but the lack of vision or any kind of strategic thinking is frankly unfathomable. Definitely worth more breaking up the assets and selling them then it is as a standalone company.