LNXSF News and Press, Lanxess AG From 07/20/23

2023-07-20 02:00:00 ET Summary Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. The F...

2023-07-20 01:31:00 ET Summary Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longl...

2023-06-20 09:42:57 ET Lanxess ( OTCPK:LNXSF ) ( OTCPK:LNXSY ) -13.7% in Frankfurt trading Tuesday after cutting its FY 2023 outlook and saying it expects Q2 earnings will came in below market expectations due to weak demand from its industrial customers and the effects of c...

2023-06-15 13:36:52 ET Summary Construction exposures are generally a problem for Lanxess Aktiengesellschaft right now, and the unexpected weakness in Chinese real estate, spurring rate cuts, are not helpful. On the bright side, the Advent deal has been monetized at an accretive a...

2023-05-15 13:04:10 ET LANXESS Aktiengesellschaft (LNXSF) Q1 2023 Earnings Conference Call May 10, 2023 04:00 AM ET Company Participants Eva Frerker - Head, Investor Relations Matthias Zachert - Chief Executive Officer Michael Pontzen - Chief Financial Officer ...

2023-04-01 06:59:47 ET Summary LANXESS is a cheap chemicals player, and over the last few years it has gone from being primarily a basic chemicals to a majority specialty chemicals company. The recent creation of the JV with Advent values a good chunk of LANXESS' business at a mul...

2023-03-15 13:17:08 ET LANXESS Aktiengesellschaft (LNXSF) Q4 2022 Earnings Conference Call March 15, 2023 06:30 AM ET Company Participants Eva Frerker - Investor Relations Matthias Zachert - CEO Michael Pontzen - CFO Conference Call Participants Andre...

Summary Lanxess falls squarely into the category of significantly dislocated equities, with strong cash flows well suited to weather the current uncertain economic environment. Lanxess sold its lowest quality divisions at ~8x EV/ EBITDA (synthetic rubber) and ~12x EV/EBITDA (high-perfor...

DOW has plummeted ~30% from its 52-week high to its 52-week low in the past two months from $72 to $51. The yield is back to nearly 6%. OLN likewise has done a free-fall similar to DOW from $67 to $45, down ~32% but in only the past three weeks. Trinseo, Capri, PVH, Lanxess AG, We...

Standard Lithium’s success hinges on its LiSTR DLE Technology. Activist investor reports have questioned LiSTR’s effectiveness. Uncertainty about the company is compounded by heavy insider selling. For further details see: Standard Lithium: Wait For Proof O...