For Kem One’s corporate filings, please reach out to our desk here.

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

Intro, Cap, Legal Structure-12Dec24

Model - 12 Dec 24

Business and Industry - 12 Dec 24

Way Forward, Options Available - 12 Dec 24

CAPEX and Background - 12 Dec 24

Q&A, Investment Discussion - 12 Dec 24

Current Situation - 12 Dec 24

SARRIA News -INTU
Tomás Mannion
Kem One - comment
Tomás Mannion

Kem One bondholders have organised under law firm Paul Hastings, to provide additional new money or, more importantly, to ensure any new money providers don’t

Tomás Mannion
Tomás Mannion
Kem One - comment
Tomás Mannion

Kem One bondholders have appointed Paul Hasting as legal adviser as the Company struggles with continued weakness in the PVC market. It is reported that

Tomás Mannion
Kem One - Uncertain times ahead - Initiation
Tomás Mannion
Kem One - Uncertain times ahead - Initiation
Tomás Mannion

Please find our model on Kem One here.

After a brief conversation on the desk, the consensus is that Kem One is not investible at the current time. The current outlook for PVC and caustic soda, especially given the excess capacity in the European market, implies EBITDA will remain subdued in

Tomás Mannion