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Strategies & Market Trends : Fundamental Value Investing
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To: NikhilJog who wrote (3585)2/26/2014 6:31:07 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

  Read Replies (2) of 4719
 
Re CHMT - i think Gabelli is in this one, I looked into this stock when it was way cheaper. The AG business is only 20% of the revenues, so if I get this for free, the margin of safety is fairly small. Results have been fairly inconsistent and restructurings are ongoing. They call themselves a specialty chemical company, but the low gross margin gives it away as mostly a commodity producer, imo.

FWIW, i consider polyurethanes and bromides as commodities. (Chemistry was my second subject at the University, so I can claim to know what i am talking about <g>). The company is too small to be effective in the marketplace, and maybe herein lies the chance, if they will look for a buyer.

if it won't get bought out, you will loose a lot of money in this stock, once we get the next recession.
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