New details emerge from Half Year Report
Investment Memo: EMN 2022
Objective #1: Construction of the Demonstration Plant
EMN’s half year report revealed that its demonstration plant should arrive in the Czech Republic in the coming weeks (both parts of it).
The Chinese made plant had to be shipped, as opposed to transported by rail, due to the ongoing conflict in Ukraine.
Commissioning and first production is slated for September - you get some cool vision of what it looks like here, and here.
We’re glad to see EMN making progress on Objective #1 from our EMN Investment Memo (click the image below to see why we Invested in EMN):
To see all of the key objectives we want to see EMN achieve in 2022, why we continue to hold EMN in our portfolio and the key risks to our Investment thesis, check out our 2022 EMN Investment Memo here.