This is what Dow Chemical (DOW) is going to turn into in just a few months…
The key here is that it will go from 51% of revenues to 69% of revenues from specialty chemicals. That and K-Dow, the new JV, will be an instant leader in its field.
Slap a 9% yield on it while you wait and you’ve got a real winner down the road.
Disclosure (“none” means no position):Long Long Dow
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2 replies on “Dow Chemical Investor Presentation (video)”
Here is a link to the PDF that accompanies this presentation. http://library.corporate-ir.net/library/80/800/80099/items/317304/Merszei%20Citi%20Dec%202.pdf
Thanks Nick…
what did you think of it?