My Chemical Romance (Part 2): 1.8x EBITDA, heavy insider buying, and room to 3.5x. Orion S.A. $OEC
4 months ago
Unemployed Value Degen
"OEC: Carbon black leader poised for rebound. High-purity segment +11% in 2024, while medium-purity grows despite Chinese dumping. At just $564M mkt cap vs $302M EBITDA, trading near 1x peak EBITDA ($500M). Catalyst: EU tire dumping ruling. EV trend benefits both battery & tire segments. 3.5x upside to $35 by 2028."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
My Chemical Romance (Part 2): 1.8x EBITDA, heavy insider buying, and room to 3.5x. Orion S.A. $OEC
Source:
Unemployed Value Degen
Published:
August 18, 2025
Idea Type:
Stock Idea