Dec. 5 at 5:57 PM
Quick ai summary:
$KODK just cleaned up its balance sheet — pension-reversion unlocked ~
$500–600M, debt mostly wiped out, cash flow + margins improving in Q3.
Plus CEO on Fox talking about pivoting hard into pharma APIs + cGMP drug manufacturing and reviving battery-coating & EV-battery biz — leveraging in-house US manufacturing at Eastman Business Park.
If they can execute, KODK could be multi-angle play: balance-sheet rescue + growth in pharma, batteries, EV supply chain, domestic manufacturing 🇺🇸 đźŹ
Might want to compare with other big players:
$JNJ $TSLA $PFE $BLDP