♻️ Denise is a vertically integrated metal recycling company involved in collecting, processing, and selling recycled metals.
🛡️ The company benefits from regulatory support and high barriers to entry, making it difficult for competitors to emerge.
💰 Denise generates cash throughout the economic cycle and has a strong balance sheet.
✅ The management team is considered sensible and effective, with a founder still heavily involved as the main shareholder.
@CobasAssetManagement:
“Denise is a recycling company specializing in metal scrap, with vertical integration across the entire value chain. It handles the collection, processing, and production of recycled materials like steel, copper, and aluminum, selling to various industries such as automotive and construction. The company benefits from regulatory support and barriers to entry, making it difficult for competitors. Denise generates cash throughout the economic cycle, maintains a healthy balance sheet, and has a founder who is still actively involved as the primary shareholder. The management team is considered sensible and effective.”
Watch the exact part of the video where Juan talks about Denise here:
Watch the video on YouTube.
Read more articles featuring the most recent analysis of Denise at this link: BLOG.
