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Martin Marietta Materials, Inc. Message Board

gas220alias 1 post  |  Last Activity: Jan 26, 2016 2:56 PM Member since: Apr 14, 2010
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    Feb 26 Puts @ $27 Strike Price

    by falcn00 Jan 20, 2016 1:07 PM
    gas220alias gas220alias Jan 26, 2016 2:56 PM Flag

    CHS deal closes this weekend. $2.8 Bil of cash. Once they exit the quiet period, close CHS, etc.., things will begin to improve. No competitors will be able to build a new North America or brownfield for next many years given the costs. OCI capacity will be CF capacity. CHS out of new capacity business. Competitively, CF is multiples better off than 5 years ago when a zillion new builds were announced/projected. That's not a concern anymore. Eventually, this will be a beautiful run.

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