Silke Stegemann
Silke Stegemann
expected results
All in all, the results are better than expected and convincing.
amendment good
This is a good amendment of Bayer's cardiology and hematology portfolio.
adding excellent far move record track value
This move comes as a surprise, but BASF so far has an excellent track record in acquisitions that were always adding value to investors.
chemicals cycle growth high humming results seeing
The results were in line. The chemicals cycle is humming right now. The high dividend is not surprising, seeing the growth in profit.
paying salt thanks time winter
The company's salt acquisitions are paying off big time thanks to the winter weather.
capital justify markets pain point price seeing threshold
The pain threshold is around $40. They can't go a lot over $40 without the capital markets seeing that negatively. There is a point where a price would not justify the transaction.