On August 4, 2022, we held this month’s Live Member Open Forum event reviewing the prior month at GeoInvesting and things that are on the docket going forward.
At the last moment we were able to usher in a special guest company, Hudson Technologies, Inc. (NASDAQ:HDSN). HDSN is a refrigerant services company that provides solutions to recurring problems within the refrigeration industry, primarily in the United States.
The company’s CEO, Brian Coleman, elaborates on the company’s growth, gross margins targets and expectations in the Hydrofluorocarbon (HFC) reclamation industry (in which the company plays a significant role), industry consolidation, HDSN’s advantages on the regulatory front and what the business initiatives that the company’s financial guidance does not account for.
A key point stressed by Brian with respect to the company’s financial guidance was that it did not bake in assumptions from certain business initiatives the company is embarking on.
We were also able to get some great perspectives on the overall purpose of HFC reclamation from a “making the environment clean” standpoint. The stock is up 5.6% since the company’s first FireSide Chat appearance on GeoInvesting.
To view the entire discussion, as well as the topics we usually address, like calls to action, (of which there were a few in July), some notable news and earnings, and upcoming events (Firesides, MMBs and the Semco Capital CEO event in Chicago this month), go here.