We only succeed if our clients succeed
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– Unbiased equity research
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– Unparalleled corporate access and industry contacts
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– Over 40 years of sector knowledge
Fermium Research is an investment research and advisory company dedicated to assisting its institutional clients generate alpha and navigate through the chemicals equity market. It provides timely and insightful industry and company-specific research, as well as corporate access, throughout the year. The depths of experience from both an industry and Wall Street perspective are unparalleled, as are the industry contacts including senior managements, consultants, and various key players. At Fermium Research, there are no motives tied to banking incentives, but rather a simple motto that “we only succeed if we help our clients succeed”. The company consistently ranks above its peers in stock selection, according to Bloomberg.
President and Senior Analyst, Frank Mitsch, has been prominently featured and quoted in such publications as the Wall Street Journal, Financial Times, Barron’s, ICIS Chemicals Business, Chemical Week as well as features appearing in Forbes and Fortune. He has frequently appeared on CNBC and Bloomberg TV and is affectionately known as “the best chemicals analyst in the world” by Jim Cramer from CNBC’s Mad Money.
Covered Companies:
- Avient Corporation (AVNT)
- Celanese Corporation (CE)
- Corteva, Inc. (CTVA)
- DuPont de Nemours, Inc. (DD)
- The Dow Chemical Company (DOW)
- Eastman Chemical Company (EMN)
- FMC Corporation (FMC)
- Huntsman Corporation (HUN)
- LyondellBasell Industries N.V. (LYB)
- Olin Corporation (OLN)
- Origin Materials (ORGN)
- PPG Industries, Inc. (PPG)
- RPM International Inc. (RPM)
- Trinseo S.A. (TSE)
- Tronox Limited (TROX)
- Univar Solutions Inc. (UNVR)
- Westlake Chemical Corporation (WLK)
DD: Modest 2Q Estimates Adjustment
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UNVR: To Be Frank, Apollo’s Acquisition Kinda Expected
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EMN: 1Q Margins Trending Better than Prior Expectations
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LYB: Strategy Enabled by Technology; “Laser Focused” on Deriving Value from Sustainability
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Annual ICIS/ChemData Conference Call: Among the More Bearish
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OLN: “Sophisticated Decision Tree” Bolsters Buybacks
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4Q22: Negative Trifectas Abound; Zero Positive Trifectas
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AVNT: CEO’s Enhanced Vision into Deflation
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