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@ACFER5 "#SpecialtyChemicals - it has a huge role to play in the future and there is a period of flux with more sustainable compounds under development and production = higher margins. E.g. $CRDA.L $ITX.L $JMAT.L $CRBN.AS $CC $ELM.L $TET.L $GEVO $PHC.L $HDD.L #ACFView"
X Link @ACFER5 2024-07-02T09:06Z XXX followers, XXX engagements

"OpenAI vs. SpaceX - 500bn vs. 400bn - But is size everything Open AI - valuation $500bn on 1H25 Annual Recurring Revenue (ARR) US$4.3bn expected 12m ARR $12-13bn - EV/Sales 40x. SpaceX - valuation $400bn - Elon guides YE25 revs $15.5bn - EV/Sales 26x"
X Link @ACFER5 2025-10-02T08:46Z XXX followers, XXX engagements