Jul. 2 at 3:34 PM
$HELE so these guys have 2 more distribution facilities they can sell? They sold one for 82 million in April. Maybe they can get 125 million for the other two, and another 50 million tariff refund. So they can delever the balance sheet about 250 million just from asset sales/tariff refunds? That would be pretty solid..... Another couple years of 100 million-ish fcf and net debt could be under 400 million when they need to refi the 2029 loan
