Added to YB: 2026-07-14
Pitch date: 2026-07-10
ASH [neutral]
Ashland Inc.
-1.86%
current return
Author Info
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Company Info
Ashland Inc. provides additives and specialty ingredients in the North and Latin America, Europe, Asia Pacific, and internationally.
Market Cap
$3.1B
Pitch Price
$67.17
Price Target
76.47 (+15%)
Dividend
2.49%
EV/EBITDA
10.89
P/E
-4.43
EV/Sales
2.32
Sector
Chemicals
Category
special_situation
$ASH: two activists, one September deadline
ASH (overview): Specialty-chem co, ~$2.92B cap, targeted by 2 activists. Ancora sees $76.47 sale value at 11.5x EV/EBITDA (vs 9.6x current) & SOTP $81.39; Cruiser threatens proxy fight absent real sale process by Sept 15. ~20% upside from $63.70. July 28 earnings key (missed 4 of 5 qtrs). Standard Industries owns 9.9%. Risk: slow chem M&A, board dialogue only, pop could unwind to mid-50s.
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