May. 5 at 2:09 PM
$CLNE $OPAL no doubt Opal Fuels has the higher quality revenue with fantastic financial discipline, however, CLNE has one thing that is really unique… during CLNE’s initial buildout they bought up a ton of pumps, most of which aren’t even being used. 1. I imagine this would be very enticing for a major RNG producer with robust RNG dispensing infrastructure in its objectives. 2. If the RNG Fuel market is truly growing, CLNE will be wonderfully positioned to scale. I still believe Opal is the better play but CLNE may have caught lighting in a bottle.
