Mat-Chem Notes for the Week Ended April 24, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was a down week for the market overall, our WTR-CMI index of 30 chemicals and materials technology...
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HEG IN – Graphite Leader Expands into Anodes; Capacity Edge and Battery Optionality Key
​Strong operational performance in Q4 FY25 with high EBITDA margin and utilization, plans for expansion and deepening exposure driving positive...
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Sustainable Investing Surveyor - Focus on Verde Clean Fuels, Inc. (VGAS)
The WTR Sustainable Index was up 0.6% W/W versus the S&P 500 Index (up 0.2%), the Russell 2000 Index (down 0.5%) and the Nasdaq Index (up 0.1%).
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Graftech: Deleveraging Story Moves Out Even Further / Dead Money
Graftech stock isn't as cheap when trading at 11.1x/9.5x FY23e/FY24e. The deleveraging story with the Monterrey incident gets pushed out to the end...
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Graftech: Operational Issues Plague Thesis
At 7.3x PE FY23 (earnings down 60% YoY), Graftechs stock price reflects its production challenges. The stock could be dead money with no resolution...
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