The ag chemical market has slowed, as seen recently at FMC (NYSE:FMC) and DuPont (NYSE:DD), but Taminco's (NYSE:TAM)
strong market share and diverse end markets for its alkylamine products
are serving the company pretty well. The shares have done okay since my mid-February write-up, rising about 10% and doing pretty well relative to direct rivals like DuPont and BASF (OTCQX:BASFY)
and the Dow Jones Specialty Chemicals Index. I continue to believe that
Taminco is a solid specialty chemical company with better growth and
return on capital prospects than its peers, not to mention deleveraging
potential, but the valuation is creeping up a bit and this looks more
like a "buy on weakness" than outright buy right now.
Follow this link to the full article:
Taminco Should Be Switching Over To Cash Generation
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