Member Info for Uttom

Hantavirus outbreaks, creating an increased demand for safety products, directly benefiting the nitrile rubber business. Because nitrile is the recommended "gold standard" for biohazard protection against rodent-borne pathogens, the industry sees elevated sales in specific sectors.

Key Impacts on Nitrile Rubber Demand:

1. Elevated Demand for PPE: Health agencies mandate the use of nitrile gloves for cleaning areas contaminated with rodent droppings and urine.

2. Superior Protective Properties: Nitrile is favored over vinyl or latex because it offers better resistance to solvents and biological fluids, making it ideal for the sanitation of contaminated sites.

3. Industry Focus on Safety Products: During reported hantavirus incidents, cleanup crews and professionals in affected areas frequently require disposable nitrile gloves, respirators, and protective clothing.

Such demand surge along with supply constrains could create an opportunity for synthomer and its shareholders in next 2-4 weeks.

Since the start of US-Israel and Iran war, there’s been 45+ cases reported of fires and infra damage to various oil refineries around the globe. Crude oil supply crisis and refinery shutdowns, particularly in Europe, have severe implications for the synthetic rubber industry, creating a "crisis mode" characterized by raw material shortages and rising costs. Because synthetic rubber is a petrochemical derivative, its production is tied directly to the output of refineries and associated steam crackers.

These refineries are not limited to the Gulf as one would expect due to war.

Russia - Tuapse, Kirishi, NORSI, Yaroslavi and Saratov refineries stopped its operation because of fires or attack by Ukraine. This led to description of 40% Russia’s oil export.

Australia - Viva Energy Geelong refinery caught fire that burned for 13 hours

USA - Valero Port Arthur refinery at Texas reported an explosion and massive fire

Mexico - Dos Bocas refinery suffered multiple incidents including explosions and fires.

Romania - CET Vest Power Plant faced similar incident

India - HPCL Rajasthan refinery reported massive fire a day before its inauguration.

Myanmar - Homalian Township port reported a major fire that incinerated 10 fuel tankers

Saudi (Ras Tanura refinery), Iran (South Pars Gas Field), Qatar (Ras Laffan), Bahrain (Bapco), Kuwait (Mina al-Ahmadi) and UAE (Ruwais) reported damages because of the war going in in the area.

These closures have contributed to a significant tightening of the polymer and petrochemical market, with roughly 25 million tonnes (MT) of capacity either closed or scheduled for closure in Europe. Alongside EV tyre demand is also rising; It will take minimum 5-6 years to get back normal supply; hence-Synthomer is expected to gain enormous profit from this crisis as they have strong inventory accross europe and asia.

Good luck to you all and happy buying.

As long as the defence spending rises in western worl, Avon will benefit from the growing revenue and earnings.

https://uk.finance.yahoo.com/news/3-uk-stocks-estimated-34-110545942.html

Morning all,

I belive recent drop in price is another chance for retail investors to make/ increase the synthomer position. The fundamental of this business is extremely strong. We cant think our everyday lives without their existence. For example the tyre business will certainly show increase in demand as EV's need to change their tyre more often than regular car tyre and who is using their raw material?? make a guess...

Its no other than our famous tyre brands MICHELIN, GOODYEAR etc. and if their business does not go bust- the demand for synthomers raw material will remain for the forseeable future. Their Pliolite, pliocord, Impera resin are the essential for making these reinforced run flat tyres. As you all know, most of the new cars does not have any spare tyres these days, the demand for synthomers performance material will increase surely and so does business.

Ref--

1. For example sold by Eastman under the name Piccotac 1105 or Impera R1507- USED BY MICHELIN,FR

2. The high styrene resin is commercially available from GOODYEAR CHEMICALS as PLIOLITE S6H.

After all this, I belive this is a generational business to hold, and would love to hear your view. Many thanks.

N.B.- I currently hold a synthomer position.

From Edison research -

Global geopolitical tensions have sparked higher defence spending by the US DoD

and NATO countries. The need for military protection is critical, with ballistic military

helmet and respirator demand expected by Avon to experience a CAGR of c 4%

from 2024–28, representing a significant boost to Avon’s growth prospects. This is

reflected in its order backlog of over $180m (a decade high), partially attributable to

a rise in head protection orders with c $60m of orders for NG IHPS and over $20m

for ACH GEN II. Delivery ramp-ups combined with inventory turnover improvement

and anticipated $10m annualised cost savings from the Irvine site closure should

help boost operating margins to the targeted c 15% level.

Hello everyone,

Hopefully all of you are enjoying a great Easter weekend.

Please watch the Video, to understand one of the synthomer rubber/tyre business. Why synthomer might have a great future ahead. Just we need to wait patiently to realise the return. Truly once in a lifetime opportunity.

https://youtu.be/4GACM-IZsZ4?si=feW6yRLOSN-LTjVK

I was down by 96% on the position, but fundamental looks still solid to me, hence doubled the position with a 10% stop loss, this time. I think bottom is in already - and rally is just starting same like 2009. At least I can see the technicals in the chart have lined up. But anything is possible 🤔😁

Good evening all, with all due respect - synthomer has shown monthly macd breakout only 4 times in last 24 years. 2000, 2009, 2020 and 2024. Except 2024, every other time it show a 12/18 months rally with massive 3-10 times gain. Please buy hand over fist, this is the fourth time happening in last 24 years, extremely rare, please grab the opportunity to catch a potential ten bagger. Good luck folks.

In T212 this message was updated yesterday -

Military equipment manufacturer Avon Protection ($AVON) said Wednesday it bagged another order from the US Defense Logistics Agency.

The order, worth $14.2 million, is under the second-generation advanced combat helmet framework contract signed in February 2022.

Does anyone know about this new update at all? I couldn't find anything online!