October 27, 2017 | Industrials | North America | Ended
We have written on Huntsman / Clariant extensively and finish by providing a post-mortem and our updated quantitative analysis of the companies’ estimated respective break prices.
Contents 1. Initial Thoughts, White Tale’s Absent Strategy 2. Clariant Break Price Update; Lack of Suitors, Proposals 3. Huntsman Break Price Update; Sum-of-Parts Returns 4. The Break Spread (6 pages)
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