“The world's lowest-cost chlorine and caustic soda maker sits in a depressed industry that won't add capacity, and it's one of the biggest positions in the book.”
“OxyChem is a competitor of Olin, which is one of Semper’s largest holdings. OxyChem is in the chlor-alkali business, which uses electricity to convert salt to chlorine and caustic soda.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.