Materials Company
—
position
long
Mountaineer Partners Management
Thesis
There is a materials company that we think the equity's worth north of $20 that's in a very, very good market position, and that stock was down in the low single digits. If we think that company will survive, from its current stock price it's going to be a double or triple pretty easily.
Did it work?
Not yet analyzed
No outcome has been scored for this pitch yet, so there's no verdict to show.