Pod co rośniemy, cytat z East Value:

The Polish oil companies PKN Orlen and Grupa Lotos plan to invest -
-
Increasing competition
between PLN 1.6bn and PLN 5.4bn per year by 2022E; in the Energy Risk relating to higher prices of subcontractors
sector, CAPEX could reach up to PLN 130bn by 2030E; in the Chemi- - Relatively high dependence on Polish clients e.g. Synthos, Grupa
cal sector, investments are necessary in order to remain competi- Azoty, Grupa Lotos, of which many are controlled by the Polish
tive state
- In the area of Shipbuilding, there is a need to replace c. 500 - Risk relating to investment plans of the government relating to
sea ferries worldwide by 2020E; Moreover, the Polish government the Chemical, Energy, Petrochemical and Shipbuilding sectors
plans to order military and civil ships for PLN 25bn by 2026E, which - Loss of key employees
is supposed to help the Shipbuilding industry in Poland to become - Risk of dilution of existing shareholders should CHS conduct a
more competitive share issue in order to be able to realise a higher number of
- Potential acquisitions in Poland and abroad, which would strengthen larger projects
and diversify CHS' business

krótko mówiąć, PKN i Lotos beda inwestować każdego roku, powtarzam każdego roku od 1,5do 5,4 miliarda złotych. Niech tylko 1% spadnie do Chemosa,a zobaczymy tutaj nienotowane historycznie poziomy.
A lacznie te dwa podmioty do kontahentów i podzleceniodawców do 2030 roku wydadza 130 miliardów złotych. Ogolnie sprzedaj Orlen bo tylko ich koszty czekają kupuj chemos bo koszty Orlenu to przychody chemos.

I dalej o budowie statków, przebudowanie portów etc. Ogólnie czeka nas eldorada na chemosie.