Added to YB: 2025-07-16
Pitch date: 2025-05-29
TSE [bullish]
Trinseo PLC
-78.14%
current return
Author Info
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Company Info
Trinseo PLC provides specialty material solutions in the United States, Europe, the Asia-Pacific, and internationally.
Market Cap
$35.1M
Pitch Price
$2.89
Price Target
25.00 (+3856%)
Dividend
N/A
EV/EBITDA
16.33
P/E
-0.08
EV/Sales
0.80
Sector
Chemicals
Category
turnaround
Show full summary:
Trinseo PLC - $TSE
TSE: Cyclical chemical co w/ improved liquidity via debt restructuring, $450M+ runway until 2028 maturities. 2L bonds (high 50s/~13% cash/~30% 3yr par) offer asymmetry. Catalysts: FCF+ in 2H'25, asset sales (Am-Sty/polystyrene), EU/US tariffs on Asia, construction recovery (Ukraine/Gaza). 10-15% volume recovery = $50M+ EBITDA boost.
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