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AUTHOR
DATE
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10
member
5/25/07 10:44AM
Membership
After posting ideas on Marvel Bonds (homerun), Davita (homerun 2x), Footstar (almost 2x your money) and now PONR - I'm surprised that haven't received the votes necessary to reinstate my VIC membership - any thoughts?
Seems like a ridiculously low price in this environment. Wonder if someone will agitate for more in this environment. It actually sounds like just the cost savings make the entire acquisition price worth it for
To me, this seems like a steal, even before taking into account the $35 million annual cost savings that Olin claims will result. It ought to be possible to get more.
The capacity addition from Shintech in early 2008 will likely be offset later that year with shudowns in late 2008.
The bear case is a significant downturn in the economy, but the company has the balance
re: short interest - it's up because of the convert.
re: high cost plant - while St. Gabe is a higher cost plan (which they are fixing), the Henderson plant does not have a lot of... login to read the rest
Hi Coda,
I found your writeup on GGC to be pretty compelling and the only reason I've haven't put any money into it is my big investment in PONR. However, one of the... login to read the rest
As you've seen from my GGC post in the last month, I generally agree that the market is undervaluing commodity chemicals makers. Here's the bear case on PONR, I think:
1. PONR is not even close... login to read the rest
PONR is my biggest position but I think the perceived risk here is twofold: a) Until the St. Gabirel project is completed, they are one of the high cost producers. That's a dangerous position for... login to read the rest
What is the "market" missing if PONR is so cheap and comes across as such if one constructs a value screen (i.e., many VIC investors know it's "cheap" but why and what are headlines to
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By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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