Mat-Chem Notes for the Week Ended July 31, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was another positive week for the stock market, both the Russell 2000 and S&P 500 appreciated 4.3%...
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Mat-Chem Notes for the Week Ended February 13, 2022
KEY HIGHLIGHTS WTR-CMI last week. The Russell 2000 led the way last week with a 1.4% appreciation. Our WTR-CMI index of chemicals and materials...
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The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
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Lowball Offers by Minerals Technologies
Elementis trades at a 20% discount to Diversifieds' peers. Recommendation is LONG TP 169p (average of NTM EBITDA median implied equity value and...
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The Macro Take: Get the Picks Out for Gold and Silver Miners
It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...
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