SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (76556)11/18/2024 9:26:20 AM
From: Madharry  Respond to of 78666
 
BASF may not be a bad idea . It seems reasonable to expect a loosening of all kind of regulations in the USA and that should improve profitability.



To: E_K_S who wrote (76556)11/20/2024 9:23:57 PM
From: Spekulatius  Respond to of 78666
 
Basf Se ADR (BASFY)

Have you looked at this one lately?
First stock I ever owned with a warrant. too many headwinds with high energy costs negating their Verbund cost advantage.

Too many headwinds due to higher NG and energy costs, imo. I did buy some Brenntag (BNTGY) which is a chemical distributor (largest one at that) operating worldwide. This is a much better business albeit cyclical as well. I think it’s a much better bet and will recover when volumes recover.