Total Ideas
1
Bullish Ideas
1 (100%)
Bearish Ideas
0 (0%)
Recent Activity
"FutureFuel stands in an awkward but interesting spot: too chemical for energy investors, too energy-linked for chemical investors. The market sees a stranded biodiesel producer; in reality, it’s a cash-conservative manufacturer with embedded optionality on the clean-fuel rebound. If management keeps execution tight and the policy environment normalizes, this could quietly double or triple from current levels. Not in one quarter, but over a cycle."
A Boring Chemical Stock That Could Explode Once the Rules Change
Sentiment
