Conversations with Jaguars – February 22 ($AXTA, $WLK, $LYB, $KIDS)

$AXTA Coating prices across everywhere are rising sharply led by supply shortages due to weather and demand curve outstripping supply. Meanwhile, the chart has pulled back, formed the base and is now starting to breakout. Other specialty chemical producers that are also benefiting from this include $WLK and $LYB. Reiterating bull case for $KIDS with impressive breakout on daily and weekly scale. ApiFix traction with doctors is improving, quickly becoming a crown jewel supporting higher growth.