Nice write up. I toured their facility in Feb. Interesting mix of products...they have an onsite lab where they test the clumping of cat litter! But...significant sales are into US and a decent amount of sales into the commercial poultry industry...lining for those large indoor yarding houses. On my watch list but want to see a few more quarters to see how they sort out product mix and what happens to margin with whatever happens with the tariffs chaos.
An updated deck would be helpful; curious as to why revenue stagnated but if we consider a customer bankruptcy, could be simply they have a better book now than they did before. Capital allocation also sounds good. The catalysts up aren't clear either. Thanks for this.
Another watchlist addition...with investment in roof I,ll have to wait this one out, but look forward to seeing you review them after Q2 or Q3...thanks
Nice write up. I toured their facility in Feb. Interesting mix of products...they have an onsite lab where they test the clumping of cat litter! But...significant sales are into US and a decent amount of sales into the commercial poultry industry...lining for those large indoor yarding houses. On my watch list but want to see a few more quarters to see how they sort out product mix and what happens to margin with whatever happens with the tariffs chaos.
An updated deck would be helpful; curious as to why revenue stagnated but if we consider a customer bankruptcy, could be simply they have a better book now than they did before. Capital allocation also sounds good. The catalysts up aren't clear either. Thanks for this.
thanks wolf going to 20 million from little in 2022 is impressive appreciate these reviews of companies I normally would not of know of. Keep it up
Another watchlist addition...with investment in roof I,ll have to wait this one out, but look forward to seeing you review them after Q2 or Q3...thanks
Excellent overview of the opportunity! Thanks for the shoutout.