Barcn Inuastnnants

46 posts

Barcn Inuastnnants

Barcn Inuastnnants

@Givany8

Katılım Nisan 2018
31 Takip Edilen44 Takipçiler
Baron Investments
Baron Investments@baroninvestment·
Always nice to land and see over 3m traded in first hour and the shares ballooning +30% Happy Friday.
Baron Investments@baroninvestment

SYNT, SYNTHOMER is shaping up as one of the major special situations on the LSE. Of note, they benefit from the Iran war supply chaos with “ROBUST” Q2 momentum while rivals struggle. More below 👇 PEEL HUNT - “The potential opportunity is substantial” “The target to double earnings from 2025 levels, with a 15% EBITDA margin and mid single-digit organic revenue growth through cycle, off a predominately speciality chemicals portfolio is, in our view, achievable. The refinancing provides the space to conclude the four ongoing divestment programmes – we assume SBR Europe and AM from the original divestment programme, the widening of the disposal programme’s scope in mid-2025 brings in NBR (again, we assume), and the fourth is likely to be a smaller asset but with attractive margins. Conclusion of the process can accelerate the normalisation of the balance sheet and return leverage back into the target range of 1-2x. This is not straightforward, hence the current valuation of 5.3x EV/EBITDA, but a sense check of 5x possible peak EBITDA as per target of £280m would imply a valuation of 460p. The midpoint of the two is 225p, which we lower to 200p to be conservative. The building blocks and ongoing execution are there, and the refinancing provides the window in which to deliver it” Synthomer's euro bond due May 2029 had its biggest rise on record yesterday. Trading and outlook - ahead of prior year; expecting robust Q2 2026: −   Expect robust period-on-period volume and margin progress in Q2 2026 as a result of our strong positioning and pricing power in the changed operating and commercial environment following start of the Iran conflict −   Significantly improved CCS and stable AS performances offsetting a slower start for HPPM in Q1 2026 - all businesses had improving momentum through the quarter −   Full year expectations of year-on-year progress driven by self-help actions unchanged at this stage. Given the current conditions, risks are to the upside but longer-term effects of the Iran conflict remain uncertain −   Substantial medium-term earnings opportunity from ongoing self-help actions, end-market volume recovery in core speciality divisions and further strategic delivery “the longer the trading conditions experienced in Q2 persist, the greater the upside risks for the year”

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Baron Investments
Baron Investments@baroninvestment·
If thats the case then the NOTIFICATIONS feature is really useful I use it on a number of accounts. Just ensures I always see their content live
Peace@TruthWins2017

@baroninvestment I need to read your posts earlier....

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Baron Investments
Baron Investments@baroninvestment·
Well played for also positioning in SYNT, SYNTHOMER. Almost a +45% move to 100p and heading for almost £7m traded.
Bud Fox@BudFoxAIM

Bought into #synt early doors in the low 70s. Sold some oil holdings recently, looking for other sectors that could do well out of the Middle East war… I know @baroninvestment is in this too…

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The Spectator Index
The Spectator Index@spectatorindex·
Price of Brent crude oil Ten days ago: $94 Now: $120
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Baron Investments
Baron Investments@baroninvestment·
Just looking at whats in consensus for O&G producers. Below are MARKET CAPS (VALUATIONS) @ analysts FREE CASH estimates based on 2026 consensus. Some look way off (and not helped in some cases by less coverage on the metric). Clearly, the numbers will be materially, sky higher on $100+ oil! - ENQUEST @ £392M. FCF @ £52M - KISTOS @ £264M. FCF @ £100M - SERICA @ £1.15BN. FCF @ £266M - ITHACA ENERGY @ £4.5BN. FCF @ £695M. - HARBOUR ENERGY @ £4.6BN. FCF @ £975BN. - SHELL @ £185.5BN. FCF @ £20BN - BP @ £91BN. FCF @ £14BN.
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Barcn Inuastnnants
Barcn Inuastnnants@Givany8·
"Tired of chaotic days Try this 3-step routine shift: 6-7AM: Stretch + hydrate (skip snooze!) 9AM: Prioritize 1 top task 10PM: Ditch screens 30 mins early Small swaps = big energy wins. What’s your go-to adjustment"
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Frank Walter Kihm
Frank Walter Kihm@reiselust64·
Traded 1hr daily scroll for 1hr walk—now wake up with energy, not a screen headache #LifeShift #SmallWins
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Denlai Rcbrets
Denlai Rcbrets@sajiththampy·
Just unboxed my @BrandName haul! Super excited about the [specific item, e.g., "custom skincare set"]—perfect for my routine. Swipe to see the cute packaging u0026 freebies! Who’s tried their products #Unboxing #BrandNameLove
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Barcn Inuastnnants
Barcn Inuastnnants@Givany8·
5-Minute Avocado Toast Hack! Mash 1 ripe avocado + pinch salt/pepper + squeeze lime. Spread on toasted sourdough. Top with red pepper flakes + a drizzle of olive oil. Quick, creamy, so satisfying. Perfect for breakfast/lunch! #HomemadeEats #QuickRecipes
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Brandy Melancon
Brandy Melancon@BrandyLinlovesu·
"When you’re in a meeting and someone’s phone goes off… but it’s a cat purr ringtone. Now the whole team’s debating if it’s a real cat or just commitment to the ‘vibe’ #WorkVibes #OfficeChaos"
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Barcn Inuastnnants
Barcn Inuastnnants@Givany8·
Solo day trip to the lavender fields! Wandered through rows of purple blooms, sipped herbal tea at the cottage café, and left with a tiny bouquet. Sun-kissed u0026 content. #Wanderlust #LavenderLove
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