Antarctic Circle Capital

Antarctic Circle Capital

Solvay spin-off: A Greenblat type opportunity. PART 2

Evolution of the thesis

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Antarctic Circle Capital
May 07, 2024
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Dear readers,

In this article, you will find how the Solvay spin-off thesis I wrote a few months ago has evolved.

For those who have not read the original post, please go and take a look to gain context before proceeding:

Solvay spin-off: A Greenblat type opportunity

Solvay spin-off: A Greenblat type opportunity

Antarctic Circle Capital
·
December 16, 2023
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To sum up, Former Solvay SA was spun off into two entities: Solvay and Syensqo. Syensco was regarded as the fast-growing and exciting s…

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