1 deck published between 2024-04-03 and 2024-04-03 — 47 pages, 45 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Post-spin Solvay — a #1 essential-chemicals business — trades at ~7x trough 2024 EPS with ~10% dividend yield; normalized 2028 earnings support roughly doubling the stock.