As inflation slows, the fed gets less hawkish and the market builds momentum heading into 2024, the shares of some high growth stocks remain depressed despite the fact that business is accelerating rapidly. The specialty chemicals company we review in this report has a healthy “energy industrials” business (servicing oil producers, refiners and the like), but it is the company’s tie in to electric vehicles (thermal barriers used in battery packs) that make the disruptive upside potential most compelling (for example, the shares have nearly 90% upside compared to the consensus Wall Street price target, and they’re rated “strong buy”). In this report, we review the business, the growth potential, the valuation and the risks, and then conclude with our strong opinion on investing.