Ultimate Homer Hardcore Holding Doubles Its Stake in Solstice Advanced Materials—Ten Additional Shares Cause a Stir on Wall Street

On the international financial markets, a personnel development is once again the talk of the town: Don Homer, the self-proclaimed “Godfather of Stonks,” has struck again. Through his investment firm, Ultimate Homer Hardcore Holding, he has acquired an additional ten shares in Solstice Advanced Materials, thereby doubling his previous stake in the company in one fell swoop.

What sounds like a modest transaction at first glance could prove, in the long run, to be a strategic move by a man who apparently has his own unique definition of risk management.

Insiders report that Homer is said to have carried out the purchase with his characteristic determination. While other market participants are still poring over annual reports, analyzing quarterly figures, and nervously watching price movements, Homer seems to have long since found his investment strategy: buy, hold, and look as confident as possible while doing so.

By doubling his stake, the self-proclaimed stock market guru underscores his confidence in the future of Solstice Advanced Materials. Whether this is based on a sophisticated long-term strategy or simply an unshakable belief in his own stock market luck remains to be seen.

Market observers are impressed. Ultimate Homer Hardcore Holding is increasingly becoming a force to be reckoned with in its founder’s personal stock market universe. In any case, the latest transaction should make one thing clear: Don Homer doesn’t think in terms of small positions—at least not when it comes to ten additional shares.

When asked about the reasons behind the purchase, Homer has not yet issued a detailed statement. However, sources close to him say that the Godfather of Stonks continues to firmly believe in his investment philosophy.

Conclusion: Ten shares for the history books?

Only time will tell whether this initial investment—or rather, this increase in holdings—will ultimately prove to be a masterstroke. One thing is certain, however: Don Homer has doubled his stake and thus sent a clear signal.

While the major investment banks are still revising their forecasts, Homer is likely already planning his next move.

Wall Street is asleep. The Godfather of Stonks is buying.

Ultimate Homer Hardcore Holding—small in volume, big in confidence.

Good morning, everyone,

As previously @topicswithhead , Honeywell’s aerospace division is set to be spun off this summer $HON (+1,11 %) is scheduled to take place this summer.

For this reason, I’d like to introduce you today to the spin-off of the former Advanced Materials business—now the publicly traded company Solstice—which has already taken place $SOLSV (-1,77 %) .

I look forward to a great discussion in the comments.

$SOLSV (-1,77 %)

Solstice Advanced Materials Inc.was formed through the spin-off of the Advanced Materials division of Honeywell International Inc. and specializes in the development of specialty materials and high-performance solutions for the semiconductor, refrigeration, energy, and protective applications industries. The group’s activities are divided into two product families:

- Refrigerants and Applied Solutions: propellants, data center cooling solutions, solvents, aerosols, healthcare packaging materials, etc.;

- Electronics and Specialty Materials: high-performance fibers, materials for semiconductor manufacturing, laboratory products, and specialty reagents.

Number of employees: 4,100

Highlights of the fourth quarter of 2025

• Successful spin-off completed on October 30, gaining momentum as an independent publicly traded company

• Better-than-expected results reflecting demand for Solstice’s differentiated product portfolio and strong execution

• A profile featuring first-class returns and a conservative debt position enables financial flexibility and reinvestment in high-growth, high-return areas

• Returning capital to shareholders through a disciplined capital allocation strategy with a quarterly dividend

• Well-positioned for 2026; providing guidance in line with Investor Day

Solstice is well-positioned to support the U.S. nuclear renaissance

Metropolis Works is the only uranium hexafluoride (UF6) conversion facility in the U.S.

• Expansion of Metropolis conversion capacity to over 10 kt/year in 2026
• • Production in 2026 is expected to be approximately 20% higher than the levels planned for 2024
• • Higher production volume partially supported by the U.S. Department of Energy (DOE)
• • Disciplined investment in capital expenditures and improved operational excellence

Strong demand supports continued expansion

• • Robust order backlog of over $2 billion, driven by orders from long-standing customers
• • The plant’s current production capacity is largely contracted through 2030
• • DOE goal to quadruple U.S. nuclear power capacity by 2050

Actively continuing to explore opportunities to expand capacity

• • Evaluating both bottleneck relief measures and investments in new capacity
• • Long-term supply discussions with customers have been initiated
• • Leading EPC firm engaged to conduct initial technical analyses
• • Commitment to maintaining a disciplined approach with a high return on investment

Short- and Medium-Term Earnings Dynamics

• • 2026 revenue impacted by ~$30 million due to the repayment of the final UF6 loan from the 2017–2023 plant decommissioning
• • Double-digit profit growth (CAGR) from 2026 to 2030, supported by the current order backlog

Leveraging over 60 years of operational excellence, industry leadership, and proprietary expertise

Solstice Advanced Materials kündigt die Ausweitung der Uranumwandlungsproduktion an, um die starke Kundennachfrage der Nuklearindustrie zu unterstützen

In the press release titled “Solstice Advanced Materials Announces Expansion of Uranium Conversion Production to Support Strong Customer Demand from the Nuclear Industry,” published on February 10, 2026, by Solstice Advanced Materials US, Inc. via PR Newswire; the company informs us that changes have been made.

SOLS 4Q25 Earnings Presentation

Solutions by Application

• Air Conditioning, Cooling, and Heating
• Product Range and Grades for Solder Fluxes
• Building and Construction
• Defense
• Healthcare and Pharmaceuticals
• Laboratory and Research Chemicals
• Manufacturing and Industry
• Nuclear Energy Services
• Semiconductors and Electronic Materials

Solutions by Product

• Advanced Semiconductor Materials
• Air Conditioning, Cooling, and Heating
• Authentication Technologies
• Electronic Chemicals
• Fine Chemicals
• Foaming Agents
• Industrial films
• Jet-Applied Solder Flux
• Medical and pharmaceutical packaging films
• Medical propellant
• Metal Solder Flux
• Personal Care
• Propellants and Solvents
• Research chemicals
• Special Additives
• Spectral fibers

SOLSTICE ADVANCED MATERIALS INVESTIERT ÜBER 220 MILLIONEN DOLLAR, UM DIE BALLISTISCHE FASERPRODUKTION IM CHESTERFIELD COUNTY, VIRGINIA, AUSZUBAUEN

Expansion to strengthen U.S. production of defense-critical materials, promote innovation, and create 100 full-time high-tech jobs MORRIS PLAINS, N.J., January 13, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS), a global leader in high-performance specialty materials, today

January 13, 2026

SOLSTICE ADVANCED MATERIALS LEISTET DEN SPATENSTEIN FÜR EINE 200-MILLIONEN-DOLLAR-ERWEITERUNG IN SPOKANE, UM DIE HALBLEITERINNOVATION VORANZUTREIBEN

The state-of-the-art facility is expected to double capacity, reduce lead times by 25%, enable circular production of semiconductor materials, and strengthen Solstice’s U.S. manufacturing presence. MORRIS PLAINS, N.J., December 2, 2025 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS), a leading company

December 2, 2025

SOLSTICE ADVANCED MATERIALS SCHLIEẞT DIE AUSGRÜNDUNG VON HONEYWELL AB UND BEGINNT MIT DEM HANDEL AN DER NASDAQ

The spin-off positions Solstice to accelerate growth and unlock shareholder value as a leading pure-play specialty materials company poised to benefit from strong and resilient secular trends in cooling, building solutions, advanced computing, energy, security, and healthcare. Begins trading today, effective

October 30, 2025

in millions of USD

Estimates

Year Revenue Change

2025 3,886 3.08%

2026 4,056 4.38%

2027 4,258 4.98%

2028 4,523 6.22%

Year EBIT Change

2025 780

2026 795.2 1.95%

2027 888.6 11.75%

2028 1,245 11.44%

Year Net Income Change

2025 237 -60.1%

2026 434.3 80.26%

2027 507.3 16.79%

2028 587.2 15.75%

Year Net Debt CAPEX

2025 1,438

2026 1,309 407.7

2027 1,188 342

2028 801 316

Year Free Cash Flow Change

2026 407.7

2027 342 -16.11%

2028 316 -7.6%

Year EBIT Margin ROE Debt-to-Equity Ratio

2025 20.07% 10.15% 1.44x

2026 19.6% 26.57% 1.29x

2027 20.87% 25.26% 1.06x

2028 22.52% 23.95% 0.64x

Year Earnings per Share Change

2025 1.49

2026 2.74 83.9%

2027 3.219 17.48%

2028 3.744 16.31%

Year Dividend per Share Yield

2026 0.2996 0.4%

2027 0.3199 0.43%

2028 0.3604 0.48%

Year P/E P/B PEG

2025 32.6x

2026 27.4x 6.81x 0.3x

2027 23.3x 5.76x 1.3x

2028 20x 4.66x 1.2x

Market Value 11,898

Number of shares (in thousands) 158,748

Date of publication: February 11, 2026

$SOLSV (-1,77 %)

@Raketentoni
@Get_Rich_or_Die_Tryin
@Klein-Anleger
@Dividendenopi
@Liebesspieler
@TradingHase and many more.

One step closer. $HON (+1,11 %) (ex Spin $SOLSV (-1,77 %) ) Cash Day is getting closer, and in a few months, the next spinoff will be here. Let's go. https://investor.honeywell.com/news-releases/news-release-details/honeywell-announces-quantinuums-plan-make-confidential

I've written about $HON (+1,11 %) , but there doesn’t seem to be much interest—maybe there are too many “get-rich-quick” investors here, even though I find the business segments highly interesting. With the current $SOLSV (-1,77 %) spin-off, part of the restructuring is complete. But the stories remain. Solstice is now an interesting standalone company and definitely a watchlist candidate.

With the best margin profile you can have in the industry, it’s very profitable. But the really interesting part actually lies beyond the semiconductor and thermal stuff: uranium.

Solstice operates the only uranium conversion facility in the U.S. and is therefore ideally positioned for a nuclear comeback. As if that weren’t enough, there’s more to Honeywell. In addition to its unique aerospace portfolio and automation segment, Honeywell also owns Quantinum. Quantinum was recently valued at 10 billion and is reportedly being prepared for an IPO, which would allow the company to ride the hype and cash in big time.

That’s why I can only advise everyone to take a look at this stock—the dividends are good, too, and they’ve been paid out consistently.

It’s definitely in the Ultimate @Simpson as well, since the stock is simply interesting