Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Bromine Price Increase Is A Game Changer For Gulf Resources

Gulf Resources Inc. (NASDAQ:GURE) stock has done little for the investors in the last few years but this micro-cap stock seems ready to move up as

  1. Bromine price improvements should serve as a major catalyst for revenue and earnings increases.
  2. Fast growing chemical products segment makes up almost half of the earnings now.
  3. Earnings leverage in the model gets reflected.
  4. Improving business fundamentals should in turn throw light on the amazingly cheap stock valuation.

Competitors like Albemarle Corporation (NYSE:ALB) and Chemtura Corporation (NYSE:CHMT) have announced price increases in the last few months. Bromine price improvements should help the revenue growth, improve the plant utilization rates and in improve the gross margins of both, Bromine...

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