I have written about $HON (-2.23%) but the interest doesn't really seem to be there, perhaps there are too many fast money shareholders here, although I find the sectors extremely interesting. With the current $SOLSV spin-off, part of the reorganization has been completed. But the stories remain. Solstice is now an interesting independent company and definitely a watchlist candidate.
With the best margin profile you can have in the industry, you earn very well. But the interesting thing really comes next to the semiconductor and thermal stuff, uranium.
Solstice has the only uranium conversion plant in the USA and is therefore ideally equipped for a nuclear comeback. As if that wasn't enough, Honeywell has a lot more to offer. In addition to the unique Aero portfolio and the Automation segment, Honeywell also owns Quantinum. Quantinum was recently valued at 10 billion and is to be prepared for an IPO, so that it can build on the hype and cash out properly.
I can therefore only advise everyone to take a look at the business, dividends are also good and have been paid out steadily.
Certainly also in the Ultimate @Simpson because the share is also simply interesting
