As investor, I am thinking is 770 good price for standalone business. Assuming HNG acquisition doesn’t go through, Even with current AGIs capacities if they are able to grow 15% with 15 to 18% margin, at current EV/EBIDTA below 10 i am wondering if it’s time to add more.
Btw, march is seasonally strong quarter, somebody shared on X that Soda Ash prices have come down.
Any thoughts here
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