Calls
1
u/kevin-97929
Reddit r/ChemicalEngineering
Win Rate
100.0%
return
+1.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Watch
Jan 07
$26.00
+1.6%
Author argues NHU's massive capacity expansion and backward integration into raw materials give it cost leadership that can undercut foreign competitors in bulk methionine. The concrete catalyst is the new 180,000-ton liquid methionine plant built with Sinopec and completed in November 2024, and the prediction is that NHU will keep ruling the bulk market over the next 5-10 years.
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u/kevin-97929 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: 002001.SZ.
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