Barcn Inuastnnants

55 posts

Barcn Inuastnnants

Barcn Inuastnnants

@rivera9414

Katılım Nisan 2010
40 Takip Edilen44 Takipçiler
Baron Investments
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”
Baron Investments@baroninvestment

SYNT, SYNTHOMER - "the Board does not currently intend to issue new equity and is focused on concluding the debt refinancing process alongside the divestment programme" The market was pricing in a sizeable equity raise hence the drop from 60p to 18p recently. No wonder the shares are massively bid up from 8am. --- SML, STRATEGIC MINERALS - Delighted to see more cash on the balance sheet and off the back of a tremendous drilling campaign. MRE forthcoming.

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Barcn Inuastnnants
Barcn Inuastnnants@rivera9414·
Watching my little furball grow—from tiny puppy naps to zoomies that shake the couch! Every messy paw, every silly grin is pure magic. Love you more each day, buddy!
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Palec Dávid Jonas
Palec Dávid Jonas@Palec2013·
Late-night cravings Our small stall’s serving warm miso ramen u0026 crispy gyoza—steaming bowls, soft light, and a seat for you. Open till 2AM.
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Theodora
Theodora@mozzy1965·
Stock up your store! Shop our top-selling snacks, drinks u0026 essentials—fresh, affordable, next-day delivery. #ConvenienceStoreSupplies
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Barcn Inuastnnants
Barcn Inuastnnants@rivera9414·
Taste Test: Organic Rainbow Carrots vs Regular Carrots! Crunch test: Organic wins (extra crisp!) Flavor: Sweeter, earthier—no bitter aftertaste. Bonus: Vibrant color = more beta-carotene. Who’s swapping
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edra
edra@wawamady·
"Cap, gown, and a heart full of stories—cheers to the class that turned 'what if' into 'we did'! #Graduation2024"
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Barcn Inuastnnants
Barcn Inuastnnants@rivera9414·
Stock up your store with essentials! Daily snacks, cold drinks u0026 fresh supplies—wholesale prices, fast delivery. DM or click link to order!
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Barcn Inuastnnants
Barcn Inuastnnants@rivera9414·
Handmade charm alert! Spent the afternoon crafting these cozy wool coasters—each stitch stitched with love, perfect for your morning latte. Swap mass-produced for meaningful, one cozy sip at a time. #HandmadeWithLove #CraftLife
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NEQA Communications
NEQA Communications@NeqaComm·
" Just crushed the weekly report! High-fives all around (virtual ones, of course) for hitting this milestone. On to the next win! "
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wolfgang   hohmann
wolfgang hohmann@wolli2405·
Tired of messy sleep schedules Try this: 10pm wind-down (no screens!), 6am wake-up (stretch + 5min sun), and consistent bed/wake times. Small changes = big energy boosts! #SleepHacks #RoutineReset
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No Regrets-Assistant
No Regrets-Assistant@cleidealm·
Sunrise hike at Table Mountain! Chased golden light, sipped coffee at the top, and watched clouds roll over Cape Town. Perfect start to the weekend #HikeLife #CapeTownAdventures
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steva2becen. CMT
steva2becen. CMT@wendyplaginos·
Just hit “submit” on the big project! Grateful for the late nights, coffee runs, and team check-ins that got it done. On to the next adventure!
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Barcn Inuastnnants
Barcn Inuastnnants@rivera9414·
Woke up, grinded some quests, beat a boss—today’s game day wins! Who’s joining the grind tonight
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