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Key Points Improved capital allocation coupled with focus on core business should result in management stated medium-term targets being achievable Free cash flow generation should rev up FY2026 and beyond while debt...
Key Points We’re raising our target price on shares of AVAV and we’re updating our forecast for the first time post 1QFY26 earnings a couple of weeks ago. We see our...
Key Points Market not appreciating tightening methanol supply/demand fundamentals and Methanex’s global portfolio; in our view Attractive free cash flow story evolving; company could cumulatively generate around 60% of current share price...
Key Points History suggests that demand- and profitability-plagued periods, like 2022-2025, were followed by rapid margin and volume gains. Recent capacity closure announcements could tighten the market meaningfully. Several countries imposing anti-dumping...
Key Points See Chemours’ two-phased immersion cooling product offering being in pole position to gain data center cooling market share Opteon could add an incremental USD51-143m in EBITDA over the next two...