The last 15 months have seen an incredible rotation of risk and returns and many of the names that offered opportunities last year have done phenomenally well, either because the feared drop in revenues never occurred, or because
CABB’s Q2 20 results last week supports our view on the resilience of the underlying AgChem footprint. The new AgChem contract will lead to a meaningful increase in
CABB’s results were noisy as is often the case. The business remains resilient, and more so than what the reported figures would suggest, as the volumes in Custom Manufacturing were shifted into 2H 20, and especially
