For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points OCI acquisition 11% dilutive to our 2025 EPS estimate but 9% accretive to our normal EPS and valuation See a boost to cash flow on a post-deal basis. Both debt...
Key Points Capital raise, positive operations update, and clear near-term goals bode well for share price outperformance, in our view ASTS, while not a direct comparable, could provide insights into future PCT...
Key Points History suggests that demand- and profitability-plagued periods, like 2022/2023, were followed by rapid margin and volume gains. The EU imposing anti-dumping duties on Chinese TiO2 could be the source of...
Key Points We’re reiterating our Overweight rating on shares of AVAV after yesterday’s strong 1QFY25 earnings report after the close. We’re also increasing our target price by USD9 to USD225 as...
Key Points We’re reiterating our Overweight rating on shares of HEI post last week’s 3QFY24 earnings release, and we’re increasing our target price by USD39 to USD292. We’ve modestly decreased our 4QFY24...