Calumet: Shorts Are At Risk
Calumet delivered a strong quarter, outperforming expectations with robust cost controls and positive results from both specialty and renewable segments. MRL achieved industry-leading breakeven costs and positive EBITDA despite a challenging renewable fuels market, positioning Calumet as a standout operator. Upcoming catalysts include the MaxSAF-150 project and a higher EPA RVO, which should drive significant cash flow and margin expansion in 2026.
Calumet, Inc. (CLMT) Q2 2025 Earnings Call Transcript
Calumet, Inc. (NASDAQ:CLMT ) Q2 2025 Earnings Conference Call August 8, 2025 9:00 AM ET Company Participants David A. Lunin - Executive VP & CFO John Kompa - Director of Investor Relations Louis Todd Borgmann - President, CEO & Director Conference Call Participants Alexa Petrick - Goldman Sachs Group, Inc., Research Division Amit Dayal - H.C.
Calumet With Its More Than Nine Financial Lives
Calumet is finding its way through another difficult marketplace experience. This adds credence to management's skills for navigating through difficult experiences, a much-needed skill for new markets. The renewable portion of the company saw a massive uplift from the EPA resetting its RVO targets significantly higher, beginning in 2026.
Calumet, Inc. (CLMT) Moves 12.5% Higher: Will This Strength Last?
Calumet, Inc. (CLMT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Calumet's Businesses Firing Like A Cannon, Well, Close
Calumet delivered in-line Q4 2024 results, with management's asset sales and cash generation efforts creating a favorable buying opportunity. Specialty EBITDA is projected to improve to the low $200 million range in 2025, driven by stronger Gulf Coast 2-1-1 spreads and operational efficiencies. The partial sale of Performance Brands for $110 million will be offset by operational efficiencies, maintaining EBITDA levels over the next two years.
Calumet, Inc. (CLMT) Q4 2024 Earnings Conference Call Transcript
Calumet, Inc. (NASDAQ:CLMT ) Q4 2024 Earnings Conference Call February 28, 2025 9:00 AM ET Company Participants John Kompa - Investor Relations Todd Borgmann - Chief Executive Officer David Lunin - Executive Vice President & Chief Financial Officer Bruce Fleming - Executive Vice President, Montana Renewables & Corporate Development Scott Obermeier - Executive Vice President, Specialists Conference Call Participants Roger Read - Wells Fargo Jason Gabelman - TD Cowen Neil Mehta - Goldman Sachs Gregg Brody - Bank of America Operator Good morning, and welcome to the Calumet, Inc. Fourth Quarter and Full Year 2024 Results Conference Call. All participants will be in listen-only mode.
Calumet, Inc. (CLMT) Surges 12.1%: Is This an Indication of Further Gains?
Calumet, Inc. (CLMT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Down -22.21% in 4 Weeks, Here's Why You Should You Buy the Dip in Calumet, Inc. (CLMT)
Calumet, Inc. (CLMT) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Calumet, Inc. (CLMT) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
Calumet, Inc. (CLMT) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
The Real Calumet Financial Vision Just Stood Up
Calumet Specialty Products has transformed from difficult times to a valuable long-term investment, driven by superb execution, patience, and strategic asset management. Management announced a special analyst conference detailing an $800 million DOE loan at zero percent interest for four years, with significant debt reduction benefits. MRL production capacity will increase significantly through Phase I and Phase II expansions, promising substantial profit lifts and cost reductions.
Calumet Closes $1.44B DOE Loan for Renewable Fuel Expansion
CLMT subsidiary Montana Renewables advances as a global leader in Sustainable Aviation Fuel, capable of producing 300M gallons per year with the DOE loan.
Calumet, Inc. (CLMT) Analyst Update Call (Transcript)
Calumet, Inc. (NASDAQ:CLMT ) Analyst Update Call January 13, 2025 9:00 AM ET Company Participants John Kompa - Director, IR Todd Borgmann - Chief Executive Officer Bruce Fleming - EVP, Montana Renewables and Corporate Development Conference Call Participants Roger Read - Wells Fargo Neil Mehta - Goldman Sachs Saumya Jain - UBS Jason Gabelman - TD Cowen Amit Dayal - H.C. Wainwright Operator Good morning, and welcome to the Calumet Inc. Analyst update.
