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SOLS Solstice Advance Materials upcoming board vote.
Solstice Advances Materials (SOLS), seems a criminally underrated nuclear play and basically ignored on Reddit?
Anyone else pleasantly surprised by Solstice Advanced Materials ($SOLS) so far?
Cybersecurity in Orbit: $SOLS Sollensys Signs ETA Space @IPOGUY
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Still holding semis: Nvidia, TSM, AVGO which have been my big winners gains between 190%-270% GLP-1s: Averaged down on my novo nordisk to $51 a share with plans for more as it stays under $50, good news is my Eli Lilly had offset those losses with those holdings up about 50% Ended up not buying Ferrovial but did buy Solstice Advanced Materials (SOLS) which is up about 84%, by selling my Indian banks for a slight gain, which turned out to be a portfolio saving move since they have tanked really bad since. My Hermes position is down, but I keep averaging into it. Overall my portfolio YTD is up 13.9% so pretty happy, I continue to buy these companies throughout the year.
Solstice Advanced Materials (NASDAQ: SOLS) [https://www.solstice.com/us/en/applications/nuclear-energy-services](https://www.solstice.com/us/en/applications/nuclear-energy-services)
AMZN RDDT …. AMZN Hold for a long time, RDDT under value right now, aside from AMZN or something like GOOG always trim the winners! Look at NBIS IREN and a longer stock that has the Ai play now and ongoing and is the ONLY pick and shovels for Nuclear, SOLS… and deep dive = company websites, Forbes, Wiki not Reddit. This place right now is good for ideas and always verify what you read.
SOLS. Competitively positioned in a couple of different supply chains that are growing fast, seems well managed. Admittedly,it has run up since fall. Disclosure: I have some “passive” shares as result of the spinoff, considering more.
Hey scout, I was looking to add MWH and SOLS and rotate away from the hot names that’s ran high recently, which one do you think is more attractive currently? Or should I just 50/50
I bought SNDK at $33 when they split from wdc. I personally love spin offs as they frequently have restrictions that make them unbuyable for institutions and force them to dump their shares from wdc. I have also bought the Honeywell chemical spinoff (SOLS) immediately and am 2x so far. Specifically with wdc and sndk, I read the article published by Elliott investing regarding the value they saw in a spinoff and used that as my thesis. I also held a small amount of wdc since that was my early access to sndk. TLDR, buy spinoffs for good products from companies that are too large to manage them and understand the pricing dynamics behind these
Western Digital, SOLS, ARM. Those are what I’m moving profits into
SOLS the spinoff from HON… they are involved in nuclear and cooling chemistry.. also BRICS companies incase the dollar gets wonky
SOLS is Solstice. They are a Honeywell spinoff company involved in Nuclear Energy.
SOLS. Watch this one, being accumulated under $83. Impending breakout soon.
I'm gearing up for HONA as well. It'll be my next position I'm targeting. I wasn't planning on MANH and DSGX but I think they are both viable opportunities and I'm taking profits when I can on this market as long as it makes sense to exit a position. I was planning on holding both long term but it is what it is. SOLS is a regret in hindsight. They IPO'd just before Qnity Electronics did but I didn't even hear about them. Q has been one my best performers so far, but man SOLV isn't chump change either. Recently sold my PL after their last earnings and got into ESI as well.
On the automation side, it is one of the reasons I am waiting for HON to spin-off the Aerospace Division. I think the Automation side is way under value just like their Advanced Materials group (now SOLS)
I buy into the market pretty much every week. Up or down, it doesn’t matter to me. But I do like large selloffs to really take advantage of major mispricing. When you have a constant income, paper losses aren’t a big deal. 401k and HSA buy broad market funds + growth and OTC funds every 2 weeks I myself invest in my Roth every 2 weeks in individual securities Individual account for any excess money I have which isn’t as automatic and more if the opportunity presents itself. Overall at least my Roth or my 401k+HSA are being funded and buying into the market. Even in an extremely bullish market there is mispricing opportunity, my newest position was bought in December, SOLS, new Honeywell spinoff that was being undervalued by the market due to spinoff selling, and growth estimates were being undersold by the new management team. I bought into the company at 7.5b and valued it at 10b, after a single earnings call it rerates to 12b. In a bearish market, that’s when you load up on blue chip darlings, I’m buying as much TSMC as I can rn, and hope it drops even more. Novo nordisk is also extremely undervalued, anything under $54 a share is a good long term opportunity for compounding, but I’ve fully loaded that position at $40 and under. Uber is also cheap, it was trading closer to fair value when the market was bullish, but now it’s one of those great undervalued compounders based on their current business model and fcf generation+growth. IMO within the next decade if AVs become commonplace, Uber will be a generational compounder and get that coveted $1t market cap. However, that’s the most extreme bull case, base case is a steady 10% compounder if bought anywhere under $100. All things considered I’m gonna need more of a dip to really consider the market to have corrected and entered bear market territory (until you see major index down 10% YTD not just the highs it’s just noise), at the high of the market I was up 8% now I’m down 3.6% that’s not enough of a swing for me to really think the market is doing bad.
DD, Q, SOLS, HON — I like spinoffs
People might want to take a look at SOLS and its role: "Solstice is proud to support the global nuclear energy sector and is well-positioned to contribute to a multinational initiative announced by the U.S. and 30 other nations to triple nuclear generation by 2050. Solstice Advanced Materials is the sole U.S. supplier of uranium hexafluoride (UF₆), a critical and irreplaceable component in the production of nuclear fuel." https://www.solstice.com/us/en/applications/nuclear-energy-services
SOLS and HON holding my port together
Same thing with SOLS
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX spin-offs and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold once (100 shares) to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions in many of their segments (like uranium purification)- it will do well in the long term as they will offload under performing segments. The more interesting thing to me is that HON did not take a hit with the spin-off. I am now eagerly awaiting aerospace and automation spin-offs.
How do we feel about AMATs earnings considering SOLS recent earnings as well as Vertivs. Big shrek?
SOLS and HON killing it in 2026
Same here! I saw your comment from a few weeks ago. Gonna listen to the SOLS call after work. Thanks for the heads up on that!
Was looking at SOLS, had it in my watchlist, v tempted to buy some for data center cooling play wondering if you think it still has a lot of room to run even after the rally this morning?
Hopefully you saw SOLS [quarterly numbers](https://investor.solstice.com/static-files/f794606e-2c16-4d89-b83b-9c03c163f5cb).
Glad to see [SOLS had nice quarte](https://investor.solstice.com/static-files/f794606e-2c16-4d89-b83b-9c03c163f5cb)r, now just waiting for HON aerospace and automation spin-off.
My RTX, HON, SOLS and AXON holding up the port rn
Legit excited for SOLS earnings premarket— i like the boomer stocks
It’s not a matter of if, it’s when They don’t wanna hear that while we add PM, PG, JNJ, WMT, HON, SOLS, DOW, RTX, DUK, WM
PM, DOW, PG, JNJ, HON, SOLS, WMT are killing it YTD — the rotation has already happened
No one talks about HON, SOLS and HONA
Rotating more into AMZN, RTX, HON, SOLS, MOH, BWXT today
Nice to see [SOLS](https://www.solstice.com/us/en/products/nuclear-energy-services/uranium-hexafluoride-uf6) gaining some today.
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX spin-offs and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions in many of their segment - it will do well in the long term as they will offload under performing segments.
SOLS has been pumping all month, maybe too much
They are spinning off the ir division - they already did SOLS - aerospace and automation next.
Thanks man. Q has been on my watchlist but I have been waiting for its next earnings to get a gauge how its performing post-spinoff. I was trying to find my notes when I last reviewed it, but realized that was for SOLS (materials division recently spun-off from Honeywell) lol, so my bad. Overall, the balance sheet is in ok shape for materials. The $1.8b in debt is a bit high but most of that is long-term debt, so the $128m cash position isn't that big of a deal I guess.
HON spun off Solstice Advanced Materials, SOLS. HON is trying to go the way of GE, GE spunoff GEHC and GEV. Sort of ironic, Jack Welch and GE made a play for HON in 2000, 2001.
Play the spinoff vs the big old conglomerate - 70s/80s everyone wanted to scale and horizontally integrate. Fast forward, that structure is SLOW and inefficient and wtf does the board of the conglom know about aerospace or silicon IP (the SOLS spinoff). These spinoffs are hitting the market with solid IP that was not accessible without buying a bunch of trash before (the rest of the conglom). I'd rather buy shares of SOLS than Honeywell proper.
the tickers being replaced SOLS, MHK, and one more i forgot each represent 0.1%
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold previous spin-offs ASIX, REZI and GTX and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions - it will do well in the long term.
If you’re looking for exposure to data center cooling solutions, the building automation business is remaining with HON. They have made public statements about getting involved with data centers. Process technologies, also part of HON, which I’m part of licenses/designs oil and gas processes, provides process control systems. SOLS is a materials company, big business driver has been refrigerants. They’re also involved in quantum and a number of other sectors…never really learned much about them while they were under the Honeywell umbrella. Not financial advice my friend, just info.
So, buy HON or buy SOLS?
Honeywell spun out their cooling and HVAC division with $SOLS. Could be wrong, but worth looking into.
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions - it will do well in the long term.
SOLS is also a pretty slow growing business. Actually posted about it when it spun off. [https://www.reddit.com/r/stocks/comments/1ojv2wr/comment/nm8ivwm/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1ojv2wr/comment/nm8ivwm/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
They already spun off SOLS - the remainder will be split early next year. The interesting aspect was that I thought HON would take a bigger hit but it did not - suggesting some price movement has already been figured in.
They already spun-off SOLS and had a slight impact on share price. I was actually expecting a decrease to the $170 range and it did not happen. The aerospace division is the gem. I have been long-time holder of HON and am very happy.
400-500 acres to produce 100MW and the estimated 10 acres you’re quoting is for the SMR pad alone, reactors require a lot of ancillary buildings, water treatment, brownfield, security parameter. Also solar can be placed on rooftops, etc. Anyhow, I know solar will never be the only energy source, but since it’s the cheapest and quickest to deploy it will be optimized for significantly. If you truly believe in a nuclear future, take a look at SOLS. Anyhow, best of luck.
I used to be in $DOW but sold a few quarters ago, cash flow was and still sorta is a mess. I was in $LYB for a shot-time but exited after last quarter once there was a bounce. Both commodity names are in a tough place, and I want to own them but they need to cut those dividends. $LYB has been stacking cash for a few years so they can sustain for a bit longer but from a business execution standpoint its just really bad to be selling off assets (even if non-core) and issuing more debt. If next quarter they give better outlook then might jump in. $LYB is yielding over 12% which is kinda insane. I have been eyeing $CC, $SOLS, $Q, $EMN, $DD, and $CTVA lately but haven't pulled the trigger. $CC is only expecting \~4% top line growth next year; however, they have improved operations and balance sheet that its fairly undervalued here. They primarily deal in refrigerants which competes against $SOLS. $DD just spun-off its electronics division into $Q which I was looking over its business the other weekend. I haven't put a thumb on what fair value is yet.
I personally avoid commodity chemical companies, preferring to stay in the specialty segment. I have ASH on my watch list - price range is stabilized - seeing a small uptick but have not pulled trigger. I am also watching and waiting for DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am also a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs. First spin-off yesterday SOLS - will be watching intently. Totally amazed HON stock price did not take a hit.
OMG SOLS such a good stock…
It is 1 SOLS share for every FOUR shares of HON. Not 1:1 From HON letter to shareholders: "When the distribution occurs, each Honeywell shareowner will receive one share of Solstice common stock for every four shares of Honeywell common stock held by such shareowner as of the close of business on October 17, 2025, the record date for the distribution. Those shares are expected to trade on Nasdaq under the ticker symbol “SOLS,” and the spin-off is expected to be tax-free to Honeywell shareowners for U.S. federal income tax purposes (other than any cash that Honeywell shareowners receive in lieu of fractional shares)."
Thoughts on HON splitting of SOLS at the end of the month? Good time to invest?
HRAA .005 to .10 with 800k, should have held to .3-.5 😭 SOLS .005 to .15 roughly 400k shares Both custodian reverse merger plays