Key insights
- The post discusses SAFX, a small company in the sustainable aviation fuel (SAF) sector, highlighting its potential for growth due to increased production, geopolitical factors disrupting supply chains, government mandates for SAF usage, and planned capacity upgrades. The author suggests a bullish outlook, anticipating a potential merger and significant increase in the company's valuation. This could positively influence related US equities.
In June production doubles to 38 million. The big dogs jump in when the money goes up. In two years another plant will open. This is a rare confluence of a small company on the verge of
1: A big, integrating merger.
2: Geopolitics destroying supply.
3: Countries mandating near future increases of SAF.
4: Soon finished upgrades doubling capacity.
Am I missing something? The company's size means it can quickly increase multiples. Future production and need means it can increase for a long time. Hold or hold some and swing some. Six weeks to June, everybody.