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Hassan I. Ahmed
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U.S. Chemicals – TiO2: Tightening Fundamentals Signal a More Durable Recovery; Raising CC and TROX’s TP
2 days ago
in:
Multi Company Notes
no comments
Olin Corporation – Q1 EBITDA Beat; Q2 Guidance In-Line with Consensus
1 week ago
in:
Company Notes
no comments
Tronox – Q1 EBITDA Beat but EPS Miss. Q2 Guidance Below Consensus. Outlook Commentary Encouraging
1 week ago
in:
Company Notes
no comments
PureCycle Technologies – Execution Inflects as Volumes Hit Records; Tailwinds Strengthen
1 week ago
in:
Company Notes
no comments
Solstice Advanced Materials – Q1 EBITDA Beat; Q2 and FY2026 EBITDA Guidance In-Line with Consensus
1 week ago
in:
Company Notes
no comments
Methanex – Supply Shock, Structural Deficit, and Underestimated Earnings in Methanol
1 week ago
in:
Company Notes
no comments
Chemours – Q1 Earnings Beat; Q2 Guidance Below Consensus
1 week ago
in:
Company Notes
no comments
Celanese – Slight Q1 Earnings Miss but Q2 Guidance Significantly Above Consensus. FCF Guidance Raised
1 week ago
in:
Company Notes
no comments
Westlake Corporation – Q1 EBITDA and EPS Miss
1 week ago
in:
Company Notes
no comments
LyondellBasell – Q1 Earnings Beat and Positive Q2 Commentary
2 weeks ago
in:
Company Notes
no comments
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