Rob’s Fundamental Stock Analysis

Rob’s Fundamental Stock Analysis

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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
$vlo & $vtnr

$vlo & $vtnr

Do the math

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Rob's Educated Guesses
Apr 26, 2022
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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
$vlo & $vtnr
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Quick Update.  $VLO reported this morning very strong results which includes about half a quarter of elevated crack spreads.  If we extrapolate the $VLO results now and into the future, we are more confident than ever that $VTNR could be trading at 1x EBITDA (versus 7x for refiner average) at the current strip, plus upside from Renewable Diesel in 2023.…

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