Nuclear_Elvis
$HUN Interested to hear others' opinions from the Earnings Call. Sounds like 2027 is the "cost cutting and pay down debt" year, slow growth, and buying at this level would be a Buy-and-Hold for at least 3 years scenario to see a return. Margins would improve with lower oil prices (most all their chemical products derive from refined oil).
I don't like the new merged business name, "OlinHuntsman" - should have just picked one or the other, or just come up with an entirely new company name. Huntsman should have eaten humble pie to not worry of his name being part of the new company. It's not going to be Huntsman anymore and I'd expect another name change once his ownership stake is well in the minority. New stock symbol will be OHN after the merger is completed. Bottom Line is - the Margins are just not there right now, and the merger will help solve SOME of that, as you'll go from about $1M revenue per employee for Huntsman to near double that, if they trim all the duplicative staff.
1
