Glaucus Research

Activist investor, special situations, long/short equity
Glaucus Research
Activist investor, special situations, long/short equity
Contributor since: 2011
Company: Glaucus Research Group California LLC
Those are great figures. Congrats!
In the videos you can see that there is 1 tower at each location except Factory #5, where there are 2 towers right next to one another.
That's an excellent point on the bromine margins. We didn't delve as deeply into that red flag simply because there were so many other issues to address, but you bring up a very good topic for discussion.
Joenatural, I think many of our points represent new information that have not been previously discussed.
CHL management appears to be shareholder friendly as it is currently paying a 3.1% dividend yield. In additional, share buybacks seem possible as the required CAPEX for 3G expansion tapers off.
If you are a United States domiciled investor and purchase the CHL NYSE-listed ADR, 10% of the dividend will be withheld for foreign tax liability. This foreign tax withholding can be recovered depending on an individual's tax situation, so please consult with a professional tax adviser to discuss your individual tax liability.
Thanks for your comment on our article! Because of volatility in the emerging markets, diversification is a key portfolio management tool. Because of a similar business mix, PTR and CEO will likely be affected by the same macro trends and each business will perform based on the management teams' ability to deliver future production growth.
Thanks for your interest in our article! Because of volatility in the emerging markets, diversification is a key portfolio management tool. PTR appears to have more exposure to crude oil prices because of its larger exploration and production segment.
Frankinca, which company is CMEE?
Glad you liked the article and thanks for the feedback!