Added to YB: 2025-08-29
Pitch date: 2025-07-08
CHE-UN.TO [bullish]
Chemtrade Logistics Income Fund
+33.6%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Chemtrade Logistics Income Fund offers industrial chemicals and services in Canada, the United States, and South America.
Market Cap
CAD 1.5B
Pitch Price
CAD 11.13
Price Target
20.00 (+34%)
Dividend
5.28%
EV/EBITDA
4.95
P/E
12.26
EV/Sales
1.32
Sector
Chemicals
Category
value
Show full summary:
Chemtrade Logistics Income Fund - $CHE-UN.TO
CHE-UN.TO: Diversified chemical co w/ stable water biz (crown jewel), low-cost hydro power advantage in chlor-alkali. 5x EV/EBITDA vs peers at 7-10x. $460M 2025 EBITDA guidance, 1.8x debt/EBITDA, 6.2% yield + 5% buybacks = 11% returns. Price target $15-20, catalysts include convert elimination by 2027.
Read full article (5 min)