u/Compound30

1 thesis · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CEr/ValueInvestingDiscussionbullish
u/Compound30 · 34d agono track record yet

Here's one - CE Celanese Corp

Celanese trades at 7.2x guidance EPS of $6.00, near a 13-year low, with strong FCF of $700-800M expected full year. Despite cyclical headwinds, the company is deleveraging effectively (down $2B debt in 5 quarters) and benefits from U.S. natural gas cost advantage in chemicals production (plastics, paints, adhesives).

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End of results.