We had feared that there would be no decent catalysts in 2023 as the change in CEO might not happen this year. There will however be an Investor Day at the end of September, when the management will roll out its new ambitions for the period beyond 2024.
The management is very confident that it can reach its 2024 goals as there is only a minor percentage of sales (9%) remaining to be divested. For us, the challenge will rather be the management’s ability to find the right speciality chemicals ....
