$FMC

2 theses
bullish 50%neutral 50%bearish 0%
Avg return (1w)
+7.7%
Win rate (1w)
100% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 11, 4:30 PM ET
$FMCr/ValueInvestingStock Analysisbullish
u/orishasinc2 · 45d ago1 prior · awaiting results
Buying deeply discounted out-of-the-money call options expiring in 2028

FMC Corporation may be too ugly to ignore.

FMC is a deeply distressed but misvalued company where the market has priced in near-zero upside while ignoring Pierre Brondeau's proven restructuring track record and credible debt-reduction actions. The company's patent portfolio, manufacturing assets, and Latin American distribution are strategically valuable; a buyer could pay $25–35 per share or 12x EBITDA in an M&A scenario, exploiting the current valuation gap.

At post $10.01Now $11.40+13.9% since postedas of Sep 11, 4:30 PM ET
1d+18.2%
3d+7.0%
1w+7.7%
1m+13.2%
3m
6m
1y
original post →
$FMCr/ValueInvestingStock Analysisneutral
u/SomeOneRandomOP · 54d agono track record yet

FMC corp - Thoughts from the community?

FMC presents a turnaround opportunity with high debt-to-market-cap ratio offset by potential liquidation value, insider buying support, and key catalysts including debt reduction and India business sale. Valuation hinges on management maintaining 2026 EBITDA guidance and demonstrating H2 recovery; analyst consensus is Hold/Sell with wide price-target range reflecting binary upside risk.

At post $11.19Now $11.40+1.9% since postedas of Sep 11, 4:30 PM ET
original post →

End of results.