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E. I. du Pont de Nemours and Company Message Board

donkey_see_donkey_doo 6 posts  |  Last Activity: Jan 19, 2016 3:55 PM Member since: Sep 28, 1998
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  • donkey_see_donkey_doo donkey_see_donkey_doo Jan 19, 2016 3:55 PM Flag

    With frozen compensation and slashed benefits I wonder when the next load of secrets "leaving the building" and toxic spills will occur? Oh - and forget about attracting the best and the brightest out of college and from elsewhere. Word on the street is CC is a mess and no place for the top talent to go....Just saying'....

  • donkey_see_donkey_doo by donkey_see_donkey_doo Jan 12, 2016 12:36 PM Flag

    I'm curious why anyone wold buy DD stock at this point?

    - global slow down due to China demand, China currency, other slowing demand elsewhere in world.
    - potential massive tort liabilities from possible and Teflon and Teflon waste poisoning as well as possible "cover-ups". BP's stock value was chopped in half after their mishap in the gulf and it was a "one time event" which was stopped and corrected. This Teflon/C8 debacle is just getting started at this point...
    - the playbook is now open - chop up the company, sell off the pieces but in a slowing economy with unknown liabilities how does one determine that value? Too much uncertainty to many I would think.
    - too many other good opportunities to invest in in a declining market environment - why mess with DD?
    - DD is being chopped up basically because of mis-management for many many years and the what is left in many (but not all) cases is an old and fatigued product family with bad management. What's the value there? The effort to resurrect and make valuable is huge.
    - the synergy with Dow sounds good on paper and in the media but in reality is it "real" to knowledgeable investors?

    Sure, there is a potential upside to DD but just as likely (and perhaps more likely) there is a downside too.

    Just my opinions of course....

  • donkey_see_donkey_doo donkey_see_donkey_doo Dec 22, 2015 11:23 AM Flag

    Be assured I am not funfun.

  • donkey_see_donkey_doo donkey_see_donkey_doo Dec 19, 2015 9:52 AM Flag

    The cows got out of the barn years ago when trade secrets transferred from former DuPont employees to the Chinese. Management lost respect after years of "whipping the horses". Good luck with the price increase as it will give customers one more reason to exit. Commodity prices are crashing around the world and TiO2 will be no different.

  • Reply to

    Moving up on anticipated news

    by dongledropper Nov 30, 2015 2:43 PM
    donkey_see_donkey_doo donkey_see_donkey_doo Dec 3, 2015 7:02 PM Flag

    A person can stay at Dupont for too long and become "institutionalized" (see Shawshank Redemption) and then can never make it on the outside. Many people prosper on the outside if they have enough insight and do not become "Dupontized". These people live happily ever after.

  • Reply to

    Moving up on anticipated news

    by dongledropper Nov 30, 2015 2:43 PM
    donkey_see_donkey_doo donkey_see_donkey_doo Dec 3, 2015 1:39 PM Flag

    Dupont - and now Chemours included - is about 15 years late to the party of streamlining its operations and its cost structure to compete on a global stage and to be responsive to the market and customers. As a result it is headed to "insignificance" at a minimum and possibly insolvency longer term if they don't make drastic cuts NOW, drastic changes to culture NOW and jettison some businesses NOW while they can still get $$$ for them (ie.. ag). Gone are the days of the mentality of being a tall tree casting a big shadow (meaning having a bunch of people reporting to you to increase your "value" to the company) as one manager once told me. That mentality was flawed on so many levels....

    The biggest detriment to Dupont's (and Chemours) success is its lethargic, old school, non-responsive, inwardly focused myopic management and culture. Nothing is going to change until Breen preens/prunes that cancer out of the organization.

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