Added to YB: 2025-10-22
Pitch date: 2025-09-04
CLMT [bullish]
Calumet, Inc.
+20.85%
current return
Author Info
No bio for this author
Company Info
Calumet, Inc. manufactures, formulates, and markets a diversified slate of specialty branded products and renewable fuels to various consumer-facing and industrial markets in North America and internationally.
Market Cap
$1.6B
Pitch Price
$16.93
Price Target
50.00 (+144%)
Dividend
N/A
EV/EBITDA
11.66
P/E
-43.44
EV/Sales
1.01
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Calumet, Inc. - $CLMT
CLMT: Specialty + MRL (renewable fuels) trading ~10% FCF yield on core alone, getting MRL 'free'. 3 catalysts: 1) SAF offtake clarity for 130-150MM gallons could add $20-30/share, 2) renewable fuel margin recovery from $0.70 to $1.75+/gallon as RVO/SRE policies improve, 3) $300MM deleveraging via asset sales/FCF. Price target $50 vs $16-17 current.
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