Probably missing factors:-
Soft demand from end customer reminding me of 2014-17 cycle
Dmf dumping happening due to which prices collapsing of end products
Acetonitrile prices correcting heavily to 170 per kg from 250+.
Screener screens on past metrics not on future.
This business will have its cycles and currently we have entered a weaker demand phase for next several quarters as per my thinking of amines cycle.
Disc:- invested in Alkyl in 2019s and was out in early 2021. Track the space closely
| Subscribe To Our Free Newsletter |
