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David, Great analysis, 2 quick questions: 1. On $DOW – the current market cap as we speak is $40B, does that mean that it is under valued vs your valuation of $72B and is there a co-relation between NG prices and impact on DOW EBITDA that one can approximate? Based on what i read, both are relatively undervalued BUT $DOW (New) has challenges relating to market cycle and also dependent on feedstock prices, $DWDP is a better bet with a looming spin off ? Appreciate your insights – Ash
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