Added to YB: 2025-05-08
Pitch date: 2025-05-07
HDSN [bullish]
Hudson Technologies, Inc.
-28.23%
current return
Author Info
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Company Info
Hudson Technologies, Inc., through its subsidiary, Hudson Technologies Company, provides solutions to recurring problems within the refrigeration industry in the United States.
Market Cap
$212.9M
Pitch Price
$7.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.83
P/E
15.61
EV/Sales
0.79
Sector
Trading Companies and Distributors
Category
value
The Low-Cost Operator in an Emerging Oligopoly Shielded by Regulatory Capture
HDSN: Low-cost operator in emerging oligopoly; 2020 AIM Act drives HFC reclamation shift from commodity distribution to high-margin services. 20% reclamation market share, 2029 hard catalyst as regs force reclaimed HFC adoption. NAV $4.50-$14.60/share vs $6.23 current. 3-10x upside next 3yr at 35% gross margin, $12-30/lb HFC prices. Risks: AIM Act repeal, price volatility, future competition.
Read full article (17 min)