Once you get past the bromance from the toad and understand the fundamentals there is no upside to EXH.
As I have said a number of times the EXH stock price is driven by the price of gas. Low gas prices = idle equipment. High gas prices = working equipment. Anything else EXH is doing is an attempt to level out the peaks and valleys.
The company is dysfunctional and has been since the merger. That is not saying that UCI or Hanover had it all together before the merger either. Both companies were benefitting from high gas prices. They merged post gas price peak and it has been all down hill since then. Does that not reinforce my statement of company success being driven by gas prices. The people running the company now are the same yahoos that were in management positions pre-merger. The only thing that has changed is Michael Anderson is gone. Someone had to fall on the sword. More need to.
Brad has never run a company. Maybe he will be successful and maybe he won't. Right now he is just the 3rd CEO post merger and that is all.