Energy Prospectus

Today we received an EP email referencing J.P. Morgan video explaining the impact of the IMO 2020 regulation on the global energy market. Since we are six months from full impact it would be good to explore companies where there would be a positive earnings impact.
Vertex is obviously one of those companies. It should be time for that "fresh look" at Vertex indicated in April.

Right now I am focused on updating all of the forecast/valuations for our model portfolio companies and I have to publish our next newsletter on Monday.

I will try to circle back to VTNR.

Here is the company's updated presentation: https://s3.amazonaws.com/cdn.irdirect.n ... e-2019.pdf