Recycling Companies

March 05, 2021
by a searcher from University of Pennsylvania - The Wharton School in Dallas, TX, USA
Thoughts on recycling companies as quality acquisition targets? Steel, aluminum, electronics, rare earth metals, magnets, etc.
Also curious about thoughts on different parts of the supply chain: collectors, smelters, re-casters, distributors, etc
from INSEAD in Los Angeles, CA, USA
from Universidade Católica Portuguesa in Lisbon, Portugal
Best recycling businesses are the ones where someone pays you a specific fee for recycling (for instance a community that wants to recycle) that gives you a good enough return and the impact of commodity prices is a cherry on top of the cake, not your main business