HDSN - Hudson Technologies: Still Ridiculously Cheap

Summary

• Hudson Technologies is a New Jersey-based company operating in the refrigerant industry, specifically in the area of reclaimed refrigerants, for over thirty years.
• Despite an expected 6% annual CAGR until 2027, virgin gas production is limited by the EPA. Consequently, reclaimed refrigerant represents a significant opportunity.
• Hudson Technologies is a leader in the reclaimed refrigerant sector, with a 35% market share, providing a significant advantage over competitors.
• In addition to being incentivized by the EPA, reclaimed refrigerant also offers higher sales margins.
• Thanks to favorable policies and high margins, the company's financials are improving to the point where there may be potential for 150%+ upside.

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