Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

ULBI 6.820

-2.3%

Oct 29 3:59 PM EDT

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To: Paul Senior who wrote (7195)	7/23/2025 11:59:43 AM
From: E_K_S	Read Replies (1) of 7238

ASIX can be seen as a cyclical. We are starting to see these start to move; chemicals, plastics etc TROX +5.18% CC +3.95% DOW +3.59% LYB +2.55% These I have been building positions in but have been early on DOW & CC. Eventually will tax loss harvest by selling some of my high cost shares and let the other shares run. ASIX in the same basket. Typically you get an 18 to 24 month run from cycle low to peak (sometimes longer), w/ huge moves in the stocks. The hard part is scaling out.

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