by Scolopax | Mar 23, 2025 | COMPANY NOTES |
Summary: Olin is the number 1 producer of chlorine and caustic soda in the US. It benefits from a favorable industry structure characterized by a growing demand and a relatively fixed supply, all while benefiting from the lowest cost structure in the world. It also...
by Scolopax | Mar 14, 2025 | COMPANY NOTES |
Well it seems like things are accelerating at Versace. Capri announced a few hours ago that Donatella Versace will leave her position as Designer. The end of an era. She’ll be replaced by Dario Vitale. His previous position : Design and Image Director. Where? At Miu...
by Scolopax | Jun 2, 2024 | COMPANY NOTES |
Company: MARR SpaCountry: ItalyMarket Cap: €750mStock price: €11.5Upside potential: 100% MARR is the leading foodservice supplier in Italy with a 17% market share among wholesalers (top 3 followers have 12% combined). It was founded in 1972 in Rimini and is present...
by Scolopax | May 13, 2024 | REFLECTIONS |
I’ve been back from Omaha for a few days and as for the previous editions, it was a special moment. “What do you mean special ? Listening for a 93 years old guy a whole day ? You crazy ?” Well… That’s just part of the story. I’ve made the trip for the third time this...
by Scolopax | Apr 18, 2024 | QUICK TAKES |
Siem Offshore recently announced that Kristian Siem would acquire 9 OSVs from the fleet. They include 3 AHTSs, 4 PSVs, and 2 OSCVs. Average age of the vessels is 11 years.The vessels will be transferred in exchange of Siem’s 35% stake in Siem Offshore and the...
