Added to YB: 2025-12-26
Pitch date: 2025-12-22
OCI.AS [bullish]
OCI N.V.
-1.69%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
OCI N.V. produces and distributes hydrogen-based and natural gas-based products to agricultural, transportation, and industrial customers in Europe, the Americas, the Middle East, Africa, Asia, and Oceania.
Market Cap
EUR 730.2M
Pitch Price
EUR 3.07
Price Target
7.10 (+132%)
Dividend
N/A
EV/EBITDA
1.02
P/E
-2.15
EV/Sales
-0.18
Sector
Chemicals
Category
special_situation
OCI Global’s Merger
OCI.AS: Trading at €3.00, 20% below €3.73 merger price with Orascom Construction. Activist Norbury Capital challenges related-party deal, estimates fair liquidation value €7.10/share vs merger price. Key risks: 15% Dutch withholding tax, illiquid ADX/EGX listing post-merger. Upside if Dutch court blocks deal or forces cash alternative.
Read full article (6 min)