Artwork

Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Pre-Session Views

8:46
 
Share
 

Manage episode 484142582 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In today's Pre-Session Views:

  • Strategy| Flagging concerns over the outlook for ceramics and urea players
  • LCSW| Pharos Views on LCSW Post Management Call: Another 2 quarters of soft performance before a meaningful recovery builds momentum during 4Q25
  • Heads up: Market intelligence suggests a natural gas price hike is imminent and urea players will not be able to fully offset margin impact
  • MCQE| 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
  continue reading

1784 episodes

Artwork
iconShare
 
Manage episode 484142582 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In today's Pre-Session Views:

  • Strategy| Flagging concerns over the outlook for ceramics and urea players
  • LCSW| Pharos Views on LCSW Post Management Call: Another 2 quarters of soft performance before a meaningful recovery builds momentum during 4Q25
  • Heads up: Market intelligence suggests a natural gas price hike is imminent and urea players will not be able to fully offset margin impact
  • MCQE| 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
  continue reading

1784 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play