Ecovyst: Enticing, Attractively Priced

I started tracking Ecovyst (NYSE:ECVT) in 2023 and quickly realized they had a very durable business, competitively speaking, which anyone would find attractive. Their share price has fallen nearly 20% since the ~$11/share price in March, leading me to circle back around. The fundamental story is one of stability - being largely levered to oil and gas production and industrial activity, they're not a growth-y business. However, while most people would disregard this stock for terminal value reasons given th ...