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jake0002

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23/05/17

09:54

Post #: 24850680
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Originally posted by Parsifal ↑

I've been spending a bit of time getting my head around the landscape around specialty chemical companies and found a couple of interesting snippets. (I am not endorsing them - just sharing)

First - a link to an article about specialty chemicals market. I know this article is set in India but I found others that suggest a shift in the way this segment of the chemicals sector is regarded.

https://www.google.com.au/amp/m.eco...investors-wealth/amp_articleshow/54358285.cms

The other article of interest was about Huntsman Chemicals - the mysterious reference to a partnership with them. At the meeting I asked Petra why there was no more detail about the nature of our relationship and the answer was something along the lines of "we absolutely cannot give any more detail". I took that to mean that Huntsman would not allow it.

These two operate in the specialty chemicals market - another sign of consolidation in the industry.

https://www.thestreet.com/story/141...o-combine-in-20-billion-merger-of-equals.html

Parsifal

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thx for sharing that.
does it sound like Petra has inside info? how do they get knowledge of the Huntsman deal which they cannot share? interesting.
but I thought their research report was pretty good.
cheers

AJX Price at posting: 53.5¢ Sentiment: None Disclosure: Held
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