• Intangible Valuation
    VTNR has successfully vertically integrated today - still looks undervalued in the long run.
    Reply (3)
    • Sean Marconi: Yes I agree with you. It's good to see them complete the transaction in the 3rd quarter. Q4 will be the 1st CTL with both under one roof.
    • Intangible Valuation: Yep, and CEO Ben Cowart made it pretty clear that there will probably be a gross margin expansion in the 3rd quarter. I am long VTNR.
    • Sean Marconi: Yes, I met Ben Cowart in NYC in June (very genuine guy). I believe he is ready to tell a consolidated story to Investors. I'm long VTNR