Zerosumgame33 (@zerosumgame33) 's Twitter Profile
Zerosumgame33

@zerosumgame33

Contrarian small/micro cap investor focused on highly asymmetric event-driven/special situations with catalyst(s) to unlock asset value & earnings power.

ID: 1255570072866783233

calendar_today29-04-2020 18:50:12

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Zerosumgame33
@zerosumgame33

2 months ago

$CLMT had a long chat w/ head rins trader @ one of the largest obligated parties who said w/ conviction that Rins will go on a "cocaine fueled rocket ride to valhalla" if EPA either denies or materially reallocates the '24/'25 SRE backlog & keeps 50% Rin cut on imports in final