May. 12 at 5:27 PM
$MG adding much more here in the
$7.70’s and
$7.5/
$10 Nov calls. Q1 looked bad due to tough comps. Q2 will be better and the back half should be stellar, with favorable comps y/y lapping weak q3 2024 performance.
They believe they will at least as much EBITDA as last year, that implies roughly
$70 million of EBITDA the final 9 months or
$0.90 in EPS.
Long-term beneficiary of domestic production in the US.
