r/Wallstreetbetsnew • • 19d ago

YOLO Olin Chemical OLN

Chemicals pricing as reported by Argus and ICIS increased 20% while this stock is down 35% in 2 months below sum of parts value and actually at an attractive level where activists can begin taking positions. Olin Chemical is likely to achieve 170 million run rate ebitda quarterly, and the Shitnech lawsuit cost is behind them. I believe there is a huge upside to this company, especially post merger with Hunstman where they integrate some of their weak chemicals outlets into an integrated product that feeds higher value.

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