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Hantavirus spreading, PPE will be big as it was in covid

Https://www.france24.com/en/live-news/20260424-mideast-war-drives-up-condom-rubber-glove-prices-manufacturers

See this closer to £4

Am normally in tech and done exceptionally well. But plastics and fertiliser is my long term play i.e Atome plc and synthomer

Companies sourcing plastics from Asia have seen their costs double thats even if they can get hold of stock as a large portion of suppliers have enacted force majeure.

They have to now source locally just to guarantee delivery.

It's all over Asia news , a plastic crisis worse than covid

This should be upwards of 200p

Unlucky with iqe, I was in there at 5p, shame about the capital raise price

Sythomer based on plastic crisis is worth atleast 200p

Casale becomes a big shareholder essentially

Looks like most of the raise is done with casale etc

And only a minute amount for retail

As factor in that the SPV VALUATION has significantly increased due to fertilizer premium, so they're negotiating from a position of strength

Given the heavy director ownership, I would doubt a placing but if they wanted to increase their equity they can debt finance at group level backed by their equity at SPV

Olivier has made it clear, equity is at SPV level.

This explains why the board has been accumulating at group level. You'd think after years in this , people would understand that the group takes its cut from the SPV which is given to them as the management/operator

Synthomer owns 25% OF THE ENTIRE WORLDS latex gloves market!

After years of post-pandemic oversupply, the nitrile market has reached an inflection point.

Inventory Normalisation: Global glove inventories, which were at extreme highs, reached "critical lows" of just 1–2 months by early 2026.

Volume Rebound: Synthomer reported a "substantial increase in activity levels" in the nitrile market throughout 2024 and 2025.

Market Share: Synthomer remains a global leader with an estimated 25% market share in the NBR latex segment.

Asia plastics skyrocketting. Even if you could buy them, you can't even import them economically

https://youtu.be/KD_mGXZ4ppY?si=2LNfGKbH-KL6R8jf

Https://youtu.be/Z8ca2aq8gzA?si=TxlolCCyPkHGvUlQ

Sythomer has to correct to pre equity dilution levels first then correct to what Is equivalent to covid on polymers

Majority of their feedstock is US EUROPE, which isn't affected by hormuz hence why polymer companies in US and EUROPE have rocketed.

Also you have to factor in all customers sourcing cheap polymer from Asia can buy them from Asia as most major producers have declared force majeure . So they have to source from Europe UK US or stop producing their products.

Synthomer is unique as they have 100% cost passthrough maintaining margins and also they source regionally to customers containing the risk

Sent am email to Olivier suggesting a US OTC listing which costs less than a used car and takes only 8 weeks. Feel free to email him supporting this idea

Https://youtu.be/7EGfI83Pj78?si=tc7UCR-gOp25Fy1_