There aren’t too many cheap sectors at the moment; Restaurants, Chemicals, Energy, Real Estate, Healthcare, and Software is about all I can find right now.
Maybe I'm asleep at the wheel, but I don't remember ever seeing your writeup of RYAM and I've been a subscriber almost from day one. Do you have another thread that you publish stuff on?
It was June 3rd. I have been advised that I write too many articles, and I should take one day a week and spend it marketing instead. But then I would be turning over fewer rocks.
Hi, have you looked at Lanxess with their catalyst in form of potential sale of the Envalior stake, which could reduce their debt by 50%? One of David Einhorn's ideas.
I find it one of the more interesting chemical ideas. Want to have a deeper look in the next days
There is a macro trend which will benefit US chem/industry. It's called limitless NGLs.
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=M_EPL2_FPF_NUS_MBBLD&f=A
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=M_EPLLPA_FPF_NUS_MBBL&f=M
I am trying to find the best way to monetize. US Chem & Refiners are my primary hunting ground. Is ASIX this the best choice?
Maybe I'm asleep at the wheel, but I don't remember ever seeing your writeup of RYAM and I've been a subscriber almost from day one. Do you have another thread that you publish stuff on?
It was June 3rd. I have been advised that I write too many articles, and I should take one day a week and spend it marketing instead. But then I would be turning over fewer rocks.
https://unemployedvaluedegen.substack.com/p/milling-about-with-deep-value-rayonier?r=268ivm
No complaints - I just need to pay closer attention.
Hi, have you looked at Lanxess with their catalyst in form of potential sale of the Envalior stake, which could reduce their debt by 50%? One of David Einhorn's ideas.
I find it one of the more interesting chemical ideas. Want to have a deeper look in the next days