2024-02-08 07:55:00 ET
Summary
- We are very excited about a new opportunity in the spin-off of Syensqo from Solvay.
- The spin-off split the legacy Solvay into value and growth units and has created two different investment opportunities.
- Despite the spin-off-related value realization, we remain invested in both legs since they offer interesting upside.
The following segment was excerpted from this fund letter.
Solvay ( SVYSF , SLVYY , SOLB BB & SYENS BB)
We are very excited about a new opportunity in the spin-off of Syensqo (SYNSY) (SHBBF) from Solvay, which occurred in December....
Read the full article on Seeking Alpha
For further details see:
Palm Harbour Capital - Solvay: The Syensqo Spin-Off