Spencer Brannon
Long/short equity, deep value, value, special situations

Celadon Group: Inflection Or Infection Point?

Celadon Group (NYSE:CGI): Inflection or Infection? Understanding the upsides in a profitable and but debt-ridden company.

Celadon is a trucking and logistics company headquartered in Indianapolis, Indiana. The company operates in several niches, including cross-border freight hauling, truck brokering, and equipment leasing and financing. In the results reported last week, the company signaled an end to a buying binge that increased its debt, sold additional shares, and grew gross revenues from $600 million in 2012 to $900 million at the end of FY15. Paul Will, CGI's CEO, noted that the capacity of the company is greater than ever before and the focus of management transitioned at the end of last quarter from capacity expansion to utilization. This slight

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