External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Trinseo has historically been viewed as a high-risk investment due to its troubled history and significant leverage.</li><li>Recent improvements in its balance sheet and liquidity position, including over $450 million available through 2025, indicate a potential shift in investment outlook.</li><li>The alignment of bid-ask expectations for asset sales suggests a positive recovery potential for Trinseo in the next 12-18 months.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Trinseo has historically been viewed as a high-risk investment due to its troubled history and significant leverage.Recent improvements in its balance sheet and liquidity position, including over $450 million available through 2025, indicate a potential shift in investment outlook.The alignment of bid-ask expectations for asset sales suggests a positive recovery potential for Trinseo in the next 12-18 months.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Trinseo Plc  (TSE) - Thursday, May 29, 2025

Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

<ul><li>Lately I have seen a lot of doomporn on Twitter about Europe. A lot of people seem to almost be excited about the energy predicament Europe is in.</li><li>So I thought I would write some anti-doom porn. And in doing so I actually became a bit more pessimistic LOL. At least for the next year or two.</li><li>Since there is no denying that the EU is in a bad spot as it imported 150 billion m3 of gas from Russia.</li></ul>

Lately I have seen a lot of doomporn on Twitter about Europe. A lot of people seem to almost be excited about the energy predicament Europe is in.So I thought I would write some anti-doom porn. And in doing so I actually became a bit more pessimistic LOL. At least for the next year or two.Since there is no denying that the EU is in a bad spot as it imported 150 billion m3 of gas from Russia.

United States

Trinseo S.A. manufactures emulsion polymers and plastics. The Company offers a range of plastic, latex, and synthetic rubber products for automotive, consumer electronics, portable appliances, glazing, sheet, board coatings, packaging, and tires. Trinseo operates worldwide.

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Trinseo Sa (TSE US)

Trinseo Plc (TSE) - Thursday, May 29, 2025

Trinseo's improved balance sheet and enhanced liquidity may shift its investment outlook, positioning it as a potential recovery bet despite past...

Value Investors Club (VIC)

Europe will be fine

Lately I have seen a lot of doomporn on Twitter about Europe. A lot of people seem to almost be excited about the energy predicament Europe is in.

Turtles all the way down

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