Fundamental analysis by پاراگراف‌ about Stock دهدشت on 2/3/2025

A balance management in Gachsaran Gachsaran Petrochemical Financial Statement was released but with a loss of $ 170 million. It may be thought that all of it was due to the loss of currency exchange, which was not the case. The second option is less than the nominal capacity. A company that operates in one of the few relatively profitable sectors of the petrochemical industry has had impure losses. The reason is hard to imagine! Production of the company was 189,000 tons of ethylene, with 70,000 tons burned. $ 60 million smoke in Gachsaran. For what reason? Because the idea was not the buyer of ethylene. I remember the year 97, despite my expertise in petrochemicals, that ethylene is gas and not easily portable, we followed the company executives who buy the product. Mamasani, Dehdasht, and Kazerun, which were fencing, the ethylene pipeline should eventually have a major consumer. Although we didn't answer, our minds were that there was a thought of selling, it would not be possible to launch a $ 1 billion plan as well. But it was. Apart from this catastrophe, the question is why 558,000 tons of ethane have been used to produce 189,000 tons of ethylene? This is also very strange. Aria Sasoul only needs 240,000 tons of ethane to produce the same amount of ethylene? I hope these numbers are due to vision error or at least temporary. In the end, I just add one point that I didn't talk about the value of the three symbols of Mamasani, Dehdasht and Kazerun, and I still hope the company will produce and sell normal. The only good thing about this report was that Ethan reaches enough to the company. If the sales problem is resolved (which is likely to be resolved) and the consumption coefficients are returned to normal, Gachsaran could easily settle and profitability. #Gachsaran @rezayatee