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EPISODE · May 22, 2025 · 8 MIN

Pre-Session Views

from Al Ahly Pharos · host Al Ahly Pharos

In today's Pre-Session Views: Strategy| Flagging concerns over the outlook for ceramics and urea playersLCSW| Pharos Views on LCSW Post Management Call: Another 2 quarters of soft performance before a meaningful recovery builds momentum during 4Q25Heads up: Market intelligence suggests a natural gas price hike is imminent and urea players will not be able to fully offset margin impactMCQE| What does MCQE deal tell us? Buy MCQE on EV/ton arbitrage. POUL| The potential for a jumbo dividend yield offers a window for a 2H25 trade

What this episode covers

In today's Pre-Session Views: Strategy| Flagging concerns over the outlook for ceramics and urea playersLCSW| Pharos Views on LCSW Post Management Call: Another 2 quarters of soft performance before a meaningful recovery builds momentum during 4Q25Heads up: Market intelligence suggests a natural gas price hike is imminent and urea players will not be able to fully offset margin impactMCQE| What does MCQE deal tell us? Buy MCQE on EV/ton arbitrage. POUL| The potential for a jumbo di...

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Pre-Session Views

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How long is this episode of Al Ahly Pharos?

This episode is 8 minutes long.

When was this Al Ahly Pharos episode published?

This episode was published on May 22, 2025.

What is this episode about?

In today's Pre-Session Views: Strategy| Flagging concerns over the outlook for ceramics and urea playersLCSW| Pharos Views on LCSW Post Management Call: Another 2 quarters of soft performance before a meaningful recovery builds momentum during...

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