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dear Mr 合， if a trading & blending company for commodities can maintain 7% Pmargin consistently, I will be very surprised. Maybe you can find a clue in their historical Pmargin. 7% is their highest.
samchem is good company but probably fully priced in. last qr margin was 7% which is not sustainable for a trading business. the spread was good due to chemical asp increase. things are slowing down now. their sales volume, not revenue is the key to future growth.
