if i read the investor day strategy and technology day strategy of this company, then look at the balance sheet and future cash flow projections i cant see how they can afford to build methanol plants, new technology ethanol plants, invest in the ongoing business, achieve investment grade rating, and reduce debt all at the same time? It seems to me CE needs to sell businesses or bring in partners in order to survive? any thoughts? does anyone know if they have sold anymore ethanol licenses beyond Indonesia?
were are all the ethanol contracts we were promised? Why is CE the worst performer in the chemical space, were is our stock appreciation? Minimal to none existent dividend, were is our dividend money? were is the growth strategy beyond ethanol? what are they doing to reverse the failed China strategy of the previous CEO? Why are they not attracting new talent to run the place? this company and management team is failing in every way possible, i agree they have big, unsubstantiated dreams, with no way to pay for it, and no real execution plan