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Olin Corp. Message Board

  • chiefrcm chiefrcm Oct 31, 2013 12:41 PM Flag

    Strategic Options

    In my opinion, OLN should be merged with a larger company with a similar business in order to save money and perhaps find a larger market for its products. Or it should be split up, with Winchester going to ATK and chemicals going to OXY or some other chemical company which is in the same/similar business. Otherwise OLN only serves to enrich its executives and does little for the shareholders.

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    • I personally think this company would make a nice middle market LBO, and that they are potentially vulnerable to an activist.

    • Makes sense for Win to go to ATK somewhat if ATK wants to get into gun making too. I also see the Winchester Division to remain very strong for the next 8 quarters, I do not see any let up. As this presidents term comes in an end in 3 years he will start with more and more executive orders be them within the law or not.. He knows even if they prove to be Unconstitutional they will take years to get rid of. Also remember the 1.6 billion bullet order by Homeland Security which extends out for a long time. That will keep the pressure on low inventories. When their new shift of ammo making comes on line that should add to the revenue and profits for that division although the margin may drop a bit but overall increase profits. Just my thoughts as I feel I have a better handle on the guns and ammo sector than the chemical sector they are in. But yes they are small enough to get bought out if the board wants that. I bet management does not welcome a buy out.

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