OM Group, Inc. (NYSE:OMG)
The Company is a vertically integrated international producer and marketer of value-added, metal-based specialty chemicals and related materials.
- Quote
- Commentary
- Scorecard
- Historical Prices
- Chart
- Stats
- Ratios
- Earnings/Growth Rates
- Statements
- SEC Filings
Recs
Long-term underperform. Lackluster management. Stock price at the high end.
Recs
It's plainly undervalued and serves such a wide variety of industries that its business is attractively diversified.
Recs
I like their position in the market, and I like the market they're in. I see them as a solid company, which is why I'm bullish on them, but I'd be lying if I didn't say their P/E and market cap doesn't make me nervous.
Recs
Recs
OM Group is a leading, vertically integrated international producer and marketer of value-added, metal-based specialty chemicals and related materials, primarily from cobalt and nickel. With the product offering to over 30 industries, it markets more than 825 different supplies to approximately 2,100 customers all over world. Going ahead, OMG’s sale of nickel assets and its plans to acquire specialty materials businesses, envisages a critical step towards its transformation into a pure specialty products company.
The company is attempting to go through a transformation that could reduce earnings substantially, at least in the short term. There is also uncertainty as to the timing and potential impact of specialty materials acquisitions that are being sought. Looking past 2007, there have been several announced expansions that would eventually lead to a growing supply of cobalt, but for next year there are no meaningful new sources coming on stream. That could lead to a very tight cobalt market, leading to high prices, thereby limiting the operating margins of the company.
The market in which it participates has historically been competitive and this environment is expected to continue in future also. Though, in the long run, the company is well positioned to garner opportunities, but presently, with a great deal of uncertainty post the sale of its nickel business, wait and watch should be the call for an investor.
Recs
OMG!!!!!
Recs
following DatabaseBob
Recs
Check out that PEG.
Recs
Key is price of metals, especially nickle
RSS Headlines
Fool UK
- Show Me:
-
Outperform
-
Underperform
-
All
- Sort by:
-
Author
-
Recs
-
Date
-
Member Rating
-
Results 41 - 49 of 49 : « Previous 1 2 3