Olin - My favorite Company Message Board

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Non-Tech : Olin - My favorite Company

OLN 20.70

-0.3%

Oct 31 9:30 AM EST

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From: Paul Senior	9/8/2019 2:22:56 PM
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Just reviewing, I see: Company is net earning profitable in 9 of past 11 years. P/e is 10.6 vs ten year median of 12.6. Price/stated bv is about 1. In past decade p/stated bv has been above 1.5 (Morningstar table (avgs)). Price/cash flow looks low (per Morningstar data) Dividend has been .80/year for at least a decade. === Ok, so no dividend growth. Otoh, it would seem to me that management would have at least some interest though in not ever cutting it and ruining the co's history. Ammunition sales may be down generally as people have stocked up. I'm not sure; haven't followed this aspect of the business. Chlor Alkali business could be affected by big Chinese production coming on-line. Otoh, maybe there are going to be tariffs that might be beneficial to OLN. I don't follow caustic soda, etc. prices or forecasts, but I understand that chlor alkali demand is predicted to increase over the next few years. Company recently spent $20M in remediation. I've read that some people believe OLN's exposure to environmental issues and health claims from one plant could amount to $Billions (?).

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