Research
Basic Materials
lf0’s Basic Materials hub collects every equity research note on chemicals, plastics, and industrial-feedstock companies, where commodity-cycle pricing, feedstock costs, and capacity utilization drive margins more than demand growth alone. Coverage in this sector currently includes LyondellBasell Industries (LYB). lf0 revisits this name periodically as olefin spreads, end-market demand, and capacity data reshape the investment case, so the company’s archive is organized chronologically rather than as a single static snapshot.





The Scorecard: 2 Month Update: UAN Buy — Correct so far
Revisiting our Buy call on UAN: entry $110.58, latest $132.61, +19.9%.
ALTO Stock Analysis: Buy or Sell? Valuation, Margins & Cash Flow
ALTO is rated Hold as the stock has outrun its earnings base after a 235.6% 52-week gain. The business still produces cash and carries modest…
Lithium Argentina Stock Analysis: Buy or Sell? Cash Flow, Leverage & Valuation
Lithium Argentina AG (LAR) is rated Sell because the market price already reflects a recovery that is not yet showing up in cash flow. Net…
The Scorecard: 1 Month Update: UAN Buy — Correct so far
Revisiting our Buy call on UAN: entry $110.58, latest $123.50, +11.7%.
PPG Industries Stock Analysis: Buy or Sell? Valuation & Margins
PPG Industries (PPG) is rated Hold as steady margins and cash generation are already reflected in the share price. Its 11.6x EV/EBITDA multiple looks fair,…
The Scorecard: UAN Buy — Correct so far
Revisiting our Buy call on UAN: entry $110.58, latest $126.28, +14.2%.
Green Plains Stock Analysis: Buy or Sell? Valuation, Cash Flow & Policy Support
Green Plains Inc. (GPRE) is rated Hold as policy support and carbon-capture progress help earnings, but cash conversion remains thin. Valuation looks fair rather than…
Martin Marietta Materials Stock Analysis: Buy or Sell? Valuation, Margins & Reserve Life
Martin Marietta Materials (MLM) is rated Hold because its premium valuation already reflects much of the rebound. The 85-year reserve base and 20.2% TTM operating…
Coeur Mining Stock Analysis: Buy or Sell? Valuation, Cash Flow & Metals
Coeur Mining (CDE) carries a Hold rating after a strong rerating driven by higher production, metal prices, and a cleaner balance sheet. The stock screens…
Newmont Corporation Stock Analysis: Buy or Sell? Valuation, Gold Prices & FCF
Newmont Corporation (NEM) is rated Hold as its stock already discounts a strong gold-price backdrop. The balance sheet is solid and free cash flow is…
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