Tag Archives | Huntsman

Not time to be a contrarian yet!

Contrarian minds might think it’s nigh time to sell the chemical group when the term “supercycle” enters the investment lexicon. But dare I say it? This time it’s different! Robust petrochemical and polymer margins and talk of a “stronger-for-longer” upcycle are typically late-cycle phenomena. Such forecasts came out in full force in early 2005 – […]

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Huntsman deal value lies in the debt

At first glance, Huntsman’s $1.73bn cash and financing settlement with Credit Suisse and Deutsche Bank stemming from its busted $10.6bn planned merger with Hexion Specialty Chemicals appears underwhelming. Huntsman actually gets just $632m in cash, including $12m for the reimbursement of litigation costs. You’d think in today’s environment, where banks are public enemy number one, […]

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