EPISODE · Oct 23, 2025 · 8 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
Strategy | We are buyers of every dip in Memphis PharmaWe are buyers of every dip in Memphis PharmaRAYA/RACC | RAYA/RACC acquisition is now most likely to go through at RAYA’s revised price of EGP9.0/share, exactly at the midpoint of our previously communicated price rangePHAR | EIPICO III delay extends visibility gap, rotation toward MPCI and RMDAAMOC | Shareholder rotation reflects profitability headwindsEGAL | Riding the aluminum wave
What this episode covers
Strategy | We are buyers of every dip in Memphis PharmaWe are buyers of every dip in Memphis PharmaRAYA/RACC | RAYA/RACC acquisition is now most likely to go through at RAYA’s revised price of EGP9.0/share, exactly at the midpoint of our previously communicated price rangePHAR | EIPICO III delay extends visibility gap, rotation toward MPCI and RMDAAMOC | Shareholder rotation reflects profitability headwindsEGAL | Riding the aluminum wave
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Pre-Session Views
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