Author Topic: DWDP - Dow DuPont  (Read 55113 times)

Gregmal

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Re: DWDP - Dow DuPont
« Reply #110 on: February 14, 2020, 02:26:37 PM »
Big add for Lee Cooperman.


Gregmal

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dwy000

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Re: DWDP - Dow DuPont
« Reply #112 on: February 28, 2020, 06:56:26 AM »
Okay at $44.50 this is starting to look really interesting.

BG2008

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Re: DWDP - Dow DuPont
« Reply #113 on: April 01, 2020, 12:37:30 PM »
Spek,

Any thoughts at these prices?  Would love to get your inputs.  I doubt many of us expected DD to trade here.  I bought some DD hedges and those paid out pretty well.  But I kept my shares as well. 

undervalued

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Re: DWDP - Dow DuPont
« Reply #114 on: April 01, 2020, 01:30:09 PM »
Spek,

Any thoughts at these prices?  Would love to get your inputs.  I doubt many of us expected DD to trade here.  I bought some DD hedges and those paid out pretty well.  But I kept my shares as well.

What's the most effective way to hedge DD? I am trying to learn how to hedge other positions other than DD.
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it. - Will Rogers

Gregmal

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Re: DWDP - Dow DuPont
« Reply #115 on: April 01, 2020, 01:55:34 PM »
At this point, probably just position sizing or a pair trade. Options are insanely expensive. If the company will weather the storm, just take the pain at these levels. Ive danced around this a bit and as a result have now about a 2.5-3% position with a cost in the low $50s. I rule!

Spekulatius

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Re: DWDP - Dow DuPont
« Reply #116 on: April 01, 2020, 03:55:20 PM »
Spek,

Any thoughts at these prices?  Would love to get your inputs.  I doubt many of us expected DD to trade here.  I bought some DD hedges and those paid out pretty well.  But I kept my shares as well.

I have no opinion right now. I don’t buy it back and quite frankly, unless a business is absolutely bulletproof, I am inclined to just wait a couple of month and see what the fundamental looks like post Covid-19.

Let face it, at $70, this wasn’t really cheap. It was only cheap relative to very bloated comps. It will be interesting to see how they hold up in a recession. I would particular look at retaining pricing power.
Life is too short for cheap beer and wine.

BG2008

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Re: DWDP - Dow DuPont
« Reply #117 on: September 09, 2020, 06:05:43 PM »
IFF (NYSE:IFF) (Euronext Paris:IFF) (TASE:IFF) and DuPont (NYSE:DD) announced today that Nutrition & Biosciences, Inc. (“N&B”) has priced an offering of $6.25 billion of senior unsecured notes, comprised of the following tranches (collectively, the “Notes”): $300.0 million aggregate principal amount of 0.697% Senior Notes due 2022; $1.0 billion aggregate principal amount of 1.230% Senior Notes due 2025; $1.2 billion aggregate principal amount of 1.832% Senior Notes due 2027; $1.5 billion aggregate principal amount of 2.300% Senior Notes due 2030; $750.0 million aggregate principal amount of 3.268% Senior Notes due 2040; and $1.5 billion aggregate principal amount of 3.468% Senior Notes due 2050.

If this is what the debt capital market looks like, I think DD have 50-100% upside from here.  With Q2 out now, the auto business is a shitshow.  But the other 3 segments held up well.  Also divested a non-core business for $725mm

WILMINGTON, Del. Sep. 9, 2020 – DuPont (NYSE:DD) today announced it has
divested its trichlorosilane (TCS) business and its equity interest in the Hemlock
Semiconductor joint venture to Hemlock for $725 million. The deal has received
regulatory approval and was closed at signing. DuPont received pre-tax cash proceeds
of $550 million at closing and expects to receive additional pre-tax cash consideration of
$175 million over the next 36-months associated with the settlement of an existing
supply agreement dispute with Hemlock.
Based in Midland, Mich., the TCS business produces trichlorosilane, a key raw material
for Hemlock Semiconductor Operation’s production of high-purity polysilicon and other
industrial chemicals.

Gregmal

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Re: DWDP - Dow DuPont
« Reply #118 on: October 29, 2020, 12:50:32 PM »
https://seekingalpha.com/pr/18063318-dupont-reports-third-quarter-2020-results

This has been quiet. Stock was in favor/popular for a bit, then went out of favor not coincidentally as it got really, really cheap...now its just humming along nicely.

longlake95

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Re: DWDP - Dow DuPont
« Reply #119 on: January 06, 2021, 10:29:02 AM »
Anyone thinking of taking the exchange offer to convert into the nutrition & bio business, then into IFF. Since DD has run up so much and is get fully valued, may be moving into IFF which is much less cyclical maybe a good move. The other side of that is I'd lose Ed Breen as my CEO...