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11/08/17 10:43PM
Still following?
Was wondering if you're still following this name and if you have any updated thoughts on where the company stands today (divesting specialty chemicals, issued ridiculously aggressive rev. growth and margin targets which no one... login to read the rest
Great questions
1. I think that longer term the CEO will divest Specialty Chemicals if they can get appropriate value. Totally agree the two businesses provide little synergy. They company disposed to US Deco (~$1bn), German... login to read the rest
Hi thanks for the write up. I have two questions.
1: what do you think they do with the specialty chemicals business longer term? is there any push from shareholders to divest the business? it doesn't seem... login to read the rest
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