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I think he means it has a relatively small fleet of vehicles for...

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    I think he means it has a relatively small fleet of vehicles for a logistics company, which is does. $45m of vehicles for $65m of EBITDA is very good return on capital (as it relates to fleet).

    reason being that so much of the earnings is from chemicals. Which is a positive feature of the business as it is more defensive and better margins
 
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