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Added to YB: 2024-02-19

Pitch date: 2024-01-19

SOLB.BR [bullish]

Solvay SA

+19.42%

current return

Author Info

No bio for this author

Company Info

Solvay SA provides advanced materials and specialty chemicals worldwide. It operates through four segments: Materials, Chemicals, Solutions, and Corporate & Business Services.

Market Cap

EUR 3.2B

Pitch Price

EUR 22.58

Price Target

N/A

Dividend

5.83%

EV/EBITDA

4.72

P/E

-48.54

EV/Sales

0.93

Sector

Chemicals

Category

special_situation

Show full summary:
Palm Harbour Capital Portfolio Holding - Solvay

SOLB.BR: 160yr old Solvay split into New Solvay (soda ash 42% sales, peroxides, silica, Coatis), focusing on dividends & cash flow, and Syensqo (polymers, composites, surfactants, batteries, green H2) targeting growth via M&A. Both still cheap at >10% FCF yields post-spinoff.

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