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)

UNVR: “Winning in All Markets” … Except Stock

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TSE Pre-call: Poster Child for European Concerns

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CTVA: As Seen in Barron’s…

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ORGN: Struggling to Quibble

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CTVA Pre-call: Impressive Beat with Modestly Lower 2H Expected

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UNVR: “Putting the Customer at the Center (or Centre?)”

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WLK: Record Results, No Matter How You Segment It

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FMC: 70% of the Time, It Works Every Time

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As Seen In:

Chemical Balance
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Oil’s Collapse Has a Far-Reaching Ripple Effect. U.S. Chemical Producers’ Stocks Could Suffer.
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IFF shares sink on expensive plant-based meat bet with Dupont
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Trinseo will buy Arkema’s methacrylates business
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Analyst Frank Mitsch says tight supply is a catalyst for stocks in the sector
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US recession fears pull down chemical stocks, expect 2020 EPS cuts
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DuPont Movie ‘Very Damaging,’ Analyst Says After Sneak Preview
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Corteva and FMC Earnings Prove the Resilience of the Farming Sector to Covid-19
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DuPont takes what may be its final form
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