Alkyl Amines : trying to find more details

• Good Investment (Valuation) ? I think that prevailing valuation still bakes in outlier margins as sustainable margins and correction/consolidation in price is more likely till earnings catch up. Since supply chain has normalized, margins are back to the level at which products are competitively priced.

• Good Business? Yes. The same can be judged by using all the traditional fundamental parameters [CAGR of BV, ROE, CAGR of Sales, OP, NP, Profit Vs Cash Flow, Cash Conversion Cycle etc.].

P.S:

1. Neither an advisor nor invested. All the above are just personal opinion for deliberation and should not be considered as a recommendation.
2. A good way to etch the lesson that even a good business can turn in to a bad investment in the short run if valuations are not valued !!!