Added to YB: 2026-08-11
Pitch date: 2026-08-07
OLN [neutral]
Olin Corporation
+1.67%
current return
Author Info
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Company Info
Olin Corporation manufactures and distributes chemical products in the United States, Europe, Asia Pacific, the Middle East, Africa, and India Middle East, Africa, India, Latin America, and Canada.
Market Cap
$2.1B
Pitch Price
$18.51
Price Target
N/A
Dividend
4.30%
EV/EBITDA
7.18
P/E
-10.72
EV/Sales
0.80
Sector
Chemicals
Category
special_situation
$OLN: the vote is August 25, and the balance sheet is the whole bet
OLN (overview): Chlor-alkali leader voting Aug 25 on all-stock Huntsman MOE (0.5476 ratio, close H1 2027). Bull case: trough earnings, Western capacity cuts, Berkshire's $9.7B OxyChem marker. But 5.0x net leverage, ~8.7x EV/EBITDA (not cheap), negative H1 FCF, no merger spread. Near 52wk low.
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