Triple Digit Gains Are Possible For This $1.44 Billion Commodity Stock

Secular tailwinds, pricing discipline, and a jump in free cash flow

Highlights:

• This global commodity producer operates in a market with only a handful of players, who have clearly gained pricing power over the last two years.

• Valuation is cheap based on current results, about 6.7x EBITDA. Management targets for next year’s earnings suggest the stock could double.

• Secular threats exist, but this business should adapt to a more environmentally-focused industry.

• All told, this is a business with real value to be unlocked.