The Ledger
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Michalik: Industrial waste tank demand grew steadily over 20 years with only one bust
“What we did to get comfortable that was really a one-time phenomenon is we looked at 20 years of industrial waste tank demand, and over that twenty-year cycle, you really had one bust, and you could see the bust coming by the overinvestment in the Proceeding t…”
Michalik: Waste services preserved margins during inflation via price increases
“In the last 24, 36 months as we've entered into what has been a very Rapid inflationary environment. Waste services have been able to maintain margin by passing price to their customers.”
Michalik: Frack tank and dewatering box replacement costs jumped 20% to 30%
“The cost of replacing the equipment was up double digits. We're talking 20 and 30% increases in the price to build a new frack tank or a new dewatering box.”
Mobile Mini and Adler combination created largest North American waste tank player
“So I think we closed on the mobile mini tanks October first of 22. February first of 23, we closed on the Adler add-on acquisition. That made us the largest player by assets in the industrial waste tank business in North America.”