Methanex: Very Cheap, New Acquisitions, And A Significant Investor

  • Methanex's recent acquisitions in Texas and the Netherlands are expected to drive revenue and free cash flow growth, enhancing future financial performance. A major activist investor's stake could accelerate stock demand and potentially lead to value-creating actions like asset sales or share repurchases. Despite operational and debt-related risks, Methanex trades at a significant discount to peers and appears undervalued based on my DCF models.