Quick Value #260 - Specialty Chem with Activist

Activist investor making waves at specialty chem turnaround; a self-help story with nice upside and takeout potential

Today’s idea:

• Specialty chemical producer with activist involvement

• Core segment with 40-50% EBITDA margins

• Shares down nearly 50% from 2023 peak

• Trading at 7-8x EBITDA and FCF

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