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Value Don't Lie
Quick Value #209 - Specialty Chem Special Situation

Quick Value #209 - Specialty Chem Special Situation

Mar 18, 2024
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Value Don't Lie
Value Don't Lie
Quick Value #209 - Specialty Chem Special Situation
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Today’s newsletter is for premium subscribers (sign up with the button below for all weekly newsletters and the monthly portfolio review!). Back next week with a free edition (likely going to covering the 3M spin situation).

This week we’re covering:

  • Special situation in the specialty chemical industry

  • Several upcoming catalysts in 2024 including a sale or spin of a major division

  • Stock trades at 9.5x EBITDA and stub implied at 6.5x EBITDA

  • SOTP math indicates >100% potential upside

Market Performance

Market performance 3.18.24

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