I agree there's a lot of upside but I challenge the figures he gave on the money they make from paper. They sell paper products for double the cost of the raw used product but there are a lot of costs involved in recycling including the process, the machinery. employees, buildings, sales network, transportation, etc.
They are not taking $200/ton of used paper, just turning it around and selling it for $400/ton with no work, no processing, no machines, no chemicals, no employees, no buildings, no overhead, and no expenses.
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