Ineos hosted a further two-hour investor conference, this time focused on Ineos Quattro, during which management provided additional
Read MoreIneos Quattro is scheduled to hold its Q4 conference call tomorrow (Thursday). Ahead of the call, the Financial Times reports that
Read MoreIneos Quattro was downgraded by two notches, reflecting its weaker credit profile relative to Ineos Group on a standalone basis. This is consistent with
Read MoreWe had intended to publish a morning note on Sir Jim Ratcliffe’s remarks at the Antwerp Summit, where he warned that the
Read MoreIneos Quattro released its Q4 trading statement, confirming the previously rumoured liquidity measures. The group has extended its trade receivables
Read MoreIneos held an informal conference call hosted by Bank of America on Monday. While details are still emerging, the commentary broadly echoed the
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Unconfirmed reports that Ineos Quattro is pursuing both an equity injection and additional inventory financing have prompted a rally across the
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INEOS Quattro Client Call is now available on Ineos Quattro’s page.
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Please find our initiation on Ineos Quattro here.
Audi uses “quattro” to indicate its all-wheel drive, but unfortunately for Ineos, it is difficult to see how the Ineos Quattro gets out of its problems. All four wheels (business segments) are stuck in the same chemical overcapacity. and the market commentary from one division to the next, it is hard to distinguish the differences.
Ineos released another market update on Friday, which reiterated previous commentary on conditions in the wider
Read MoreMoody’s has downgraded Ineos Quattro (and Ineos Group), maintaining a negative outlook on both entities. At Ineos Quattro, the rating was
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There are no signs of recovery in Ineos’ latest market update on the wider chemical industry. The ethylene market remains oversupplied, with
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We have commenced our work on Ineos Quattro and intend to publish our views following the release of its third quarter results on 7 November.
Ineos Quattro held a 2-hour conference call yesterday, which can be summarised as follows:
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