Disruptive Investor
Long/short equity, deep value, event-driven, macro

Calgon Carbon: Significant Earnings Growth Coming

In this investment note, I will be discussing the long-term revenue upside triggers for Calgon Carbon (NYSE:CCC), which, in my opinion, is an excellent stock for the long-term. Besides the revenue upside triggers, the investment note will also discuss the current fundamentals and the valuation based on current and expected earnings.

Company And Segment Overview

Calgon Carbon is involved in the manufacture, reactivation and application of activated carbon, ballast water treatment, ultraviolet light disinfection and advanced ion-exchange technologies. The company product and technology primarily caters to the treatment of drinking water, wastewater, ballast water and air emissions. The chart below gives the range of markets served by Calgon Carbon in terms of FY12 revenue.

(click to enlarge)


Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details