← Winter 2015

Progressive Waste Solutions Ltd.

BIN pitch long Matt Brownschidle, Winston Hu, Steve Lin, Jay Ju

Thesis

Buy Progressive Waste Solutions equity with a three-year base case share price of $46, representing ~55% upside from the current share price. The investment thesis is supported by a new management team focused on enhancing ROIC, favorable industry dynamics, and improvements in free cash flow generation that enable attractive capital allocation options.

Did it work?

Not yet analyzed

No outcome has been scored for this pitch yet, so there's no verdict to show.