Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Taminco Isn't Your Typical Chemical Company

Specialty chemicals is a sector label that really doesn't tell investors all that much, as it includes a wide range of companies with very different end-markets and operating characteristics. That said, specialty chemicals do usually stand out as having above-average full-cycle returns than more commodity-oriented chemical companies. With that backdrop, I think Taminco (NYSE:TAM) is worth a closer look as a pretty special specialty chemical company.

All About Alkylamines

Taminco is built around alkylamines, chemicals made by combining various alcohols with ammonia. Without going too far into Chem 101, alkylamines have a variety of uses in multiple end-markets as they are often quite useful at neutralizing acidity and removing contaminants.

Built through multiple acquisitions, Taminco has uncommonly high...

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