Activist InvolvementThe presence of activist Vision One in NGVT provides downside protection and positively skews the risk/reward profile.
Earnings GrowthNGVT has reached a positive inflection point in its turnaround with earnings growth and a significant jump in free cash flow.
Emission RegulationsNew emission regulations could act as a catalyst for NGVT, driving upside potential.
Strategic ReviewThe strategic review of NGVT's PC business could unlock value and drive upside, presenting a positive risk/reward scenario.