Dick150K schreef op 26 februari 2021 13:40:
So to the extent there's something that makes a lot of sense from a synergies perspective, M&A is always a possibility for us to take advantage of, and I think we're well positioned with our global asset base. There's still synergy potentials in the Middle East following the ADNOC OCI joint venture that we had as well as in a very fragmented European nitrates as well as U.S. nitrogen market as well. So I think the -- in terms of some of that activity could happen with OCI on the nitrogen or methanol side or it could happen outside of OCI. We anticipate that happening because the bid-ask tends to get a bit smaller as you're coming out of a trough and the market could continue to see consolidation and should continue to see consolidation now that you're approaching it, in some cases, piercing mid-cycle levels where people have a bit more cash that they're able to work into the systems and consolidate a very fragmented market.
Volgens mij; met goed opererende Methanol fabrieken qua output en sales prijzen. En een niet aflatende interesse in M/A, waar ze meer op gefocused zijn, kunnen we in de future toch zo maar een verkoop zien van de Methanol tak.