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)

In...

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