Chemicalstocks

FMC Corp | FMC | Long at $11.29 **EXTREMELY RISKY - Please do not blindly follow...*** I reentered NYSE:FMC today at $11.29. This stock was a major loss for me not too long ago . I am reentering now for only one reason: more than 50% odds of it being acquired. I suspect the takeover price will be near my selected historical mean (see white line) which is now near $42. More likely between $35 and $40 as time moves on. Otherwise, a company in dire straits currently offloading assets to downsizes debt. So, I suspect it's going to either 2.1X - 2.5x or become another worthless view... TARGETS INTO 2027 $35.00 (+210.0%) $40.00 (+254.3%) OR $0.00 (-100%)

by WorthlessViews

Huntsman Corporation | HUN | Long at $11.34 The stock price for Huntsman Corp NYSE:HUN , a manufacturer of organic chemical products, has dropped significantly since its peak in 2022 ($41.65). This was due to lower sales volumes, weak demand in construction and transportation, higher input costs, and European operational challenges, including a $75M hit from closing a German Maleic Anhydride facility. This year (2025) is anticipated to be its worst earnings year, and the stock is priced as such. However, this stock is historically cyclical, and the company expects recovery / growth again in 2026. Moving forward, earnings are forecast to grow and the company is trading at good value compared to peers and the industry. While many headwinds may still exist with tariffs, etc., insider are grabbing shares and large options positions (very bullish). With a book value of $17, debt-to-equity at 0.8x, quick ratio under 1, etc., the company appears healthy. From a technical analysis perspective, the stock price just barely missed my "crash" simple moving average area (currently between $9.00 and $10.50). It may reach those levels and below in 2025, for which I will add another position as long as fundamentals do not change. This moving average area often signifies "bottom" territory and historically, the stock has rebounded from this area. While my entry at $11.34 may be a little early, predicting true bottoms isn't my trading method and I hope to strengthen the position at lower trading prices. Targets: $15.00 (+32.2%) $17.25 (+49.9%)

by WorthlessViews

Orion S.A.| OEC | Long at $5.75 Orion NYSE:OEC : Another chemicals company in the dumps, but is it justified - long-term? Technical Analysis Price fell through my "crash" simple moving average zone (green lines). The last time this happened the price moved down to my "major crash" zone (gray lines) and subsequently rallied to a 4x investment 1.5 years later. Not to say that same trajectory will happen, but this company (like all chemical companies) are historically cyclical. The price may continue to drop into the $3's in the near-term and complete the "major crash" touch, but a longer-term outlook is likely to generate positive returns... likely... Growth A bad 2025, but beyond that, projections show growth in earnings and revenue through 2027: www.tradingview.com Fair Value and Health Fair value: $8.30 Tangible Fair Value: $6.58 Company cut its 2025 guidance due to softer demand and shifted focus to free cash flow generation. Debt-to-equity: 2.19x (high) Action While this is mostly a technical analysis play, there are so many opportunities right now with chemical companies. The tape beyond 2025 is likely to be positive and those who can stomach the near-term risks (i.e. $3's) may do well long-term. But there are better plays out there for the impatient. Targets into 2028 $6.60 (+14.8%) $9.00 (+56.5%)

by WorthlessViews

Dow Inc.: Low in Place Dow Inc. managed to hold and respond well within our active Target Zone(s) between $35.93 and $22.83 at the relevant Fibonacci levels. We currently assume that wave (II) in blue has been successfully completed, which leads us to anticipate a rise above the two indicated resistance levels ($55.67 and $71.86). Our zones remain active and could still be used for entering long positions. However, it should be noted that the price range could be tested further, and a completely new low is even possible under our alternative scenario: this wave count outlines a significantly stronger setback with the blue wave alt.(II), which would mean breaking through our dark green-blue Target Zones (probability: 35%).