Calumet: Focusing On MRL At Great Falls Site And A Little More

Impact · against what's priced in

Calumet's operational turnaround and aggressive deleveraging plan provide a positive catalyst for valuation. The acceleration of SAF volumes to 200M gallons by 2028 with lower capital expenditure improves the long-term margin profile.

CLMT+0.70

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In context

The company's plan to use $500M in cash to extinguish debt and the acceleration of SAF volumes to 200M gallons by 2028 at lower costs significantly improves the balance sheet and growth trajectory.

Read from the article alone

• CLMTNew
• earnings
• biofuels
• capital expenditure
• deleveraging
• operational turnaround
• saf

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