Mudar Patherya: Reinventing to stay ahead
Posted: Mon Feb 06, 2017 5:13 pm
Mudar Patherya: Reinventing to stay ahead
Two companies reinventing themselves are Phillips Carbon Black and Rain Industries
Two companies reinventing themselves are Phillips Carbon Black and Rain Industries. Both have been dismissed as cyclicals, both have/had a debt issue on their hands and both have/had a challenge convincing analysts that they can be sustainable plays. Phillips Carbon Black has transformed its personality in the past few quarters. The company was dismissed as a commodity play; it has since produced research-driven grades customised around customer needs used in lighter, stronger and durable tyres. The company was considered as a low-margin proxy; it has increased Ebitda ..
Two companies reinventing themselves are Phillips Carbon Black and Rain Industries
Two companies reinventing themselves are Phillips Carbon Black and Rain Industries. Both have been dismissed as cyclicals, both have/had a debt issue on their hands and both have/had a challenge convincing analysts that they can be sustainable plays. Phillips Carbon Black has transformed its personality in the past few quarters. The company was dismissed as a commodity play; it has since produced research-driven grades customised around customer needs used in lighter, stronger and durable tyres. The company was considered as a low-margin proxy; it has increased Ebitda ..