Diversified Chemicals

I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business


Display GDP grow per year to compare with Revenue Change
1. Sasol Limited SSL3,7955,3995,9278,5729,71410,4488,93813,62915,61818,32916,03321,08220,72718,34719,078185,266172,942172,407181,461203,576190,367
2. BASF SE BASFY34,14429,26034,18942,54051,20750,94369,84085,36987,47073,34185,42696,405104,756102,93390,74376,50857,55064,47562,67559,316
3. DuPont de Nemours, Inc DD28,61725,10624,13427,13727,49127,51628,35630,45431,65927,26832,13438,43735,04335,93534,90648,77848,15811,67222,59421,512
4. Eastman Chemical Company EMN5,2925,3905,3205,8006,5807,0597,4506,8306,7265,0475,8427,2098,1039,3509,5279,6489,0089,54910,1519,273
5. Huntsman Corporation HUN2,6617,08111,48612,96210,6249,65110,2157,7639,25011,22111,18711,07911,57810,2999,6578,3589,3796,797
6. The Chemours Company CC7,3656,8596,4325,7175,4006,1836,6385,526
7. LSB Industries, Inc LXU291337284317364397492586749532610805759679733712375428378365
8. Organic Plant Health, Inc OPHI1.010.840.87

Revenue Growth

Display GDP growth per year to compare with Revenue Change
1. Sasol Limited SSL1.421.421.11.451.131.080.861.521.151.170.871.310.980.891.049.710.9311.051.120.94
2. BASF SE BASFY0.860.861.
3. DuPont de Nemours, Inc DD0.880.880.961.121.0111.
4. Eastman Chemical Company EMN1.021.020.991.
5. Huntsman Corporation HUN2.662.661.621.130.820.911.060.761.191.2110.991.050.890.940.871.120.72
6. The Chemours Company CC0.930.930.940.890.941.151.070.83
7. LSB Industries, Inc LXU1.161.160.841.
8. Organic Plant Health, Inc OPHI0.830.831.04