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Rayonier Advanced Materials Inc RYAM

Rayonier Advanced Materials Inc. is engaged in specialty cellulose materials. The Company has three segments. The High Purity Cellulose segment offers cellulose specialties products, which are natural polymers, used as raw materials to manufacture a range of consumer-oriented products, such as liquid crystal displays, impact-resistant plastics, thickeners for food products, pharmaceuticals, cosmetics, cigarette filters, high-tenacity rayon yarn for tires and industrial hoses, food casings, and lacquers. Paperboard segment manufactures paperboard at the Temiscaming plant in Quebec, Canada. Its production facility has an annual production capacity of approximately 180,000 MTs of paperboard. High-Yield Pulp segment manufactures and markets high-yield pulp produced at its Temiscaming plant in Quebec, Canada. Its Temiscaming plant has an annual production capacity of approximately 290,000 MTs of high-yield pulp, approximately 65,000 MTs of which are used internally to produce paperboard.


NYSE:RYAM - Post by User

Comment by Alphaseeker1984on Jun 13, 2018 10:36pm
62 Views
Post# 28169738

RE:WHAT IS HAPPENING HERE???

RE:WHAT IS HAPPENING HERE???Rhinopower!   Welcome back pal.   No worries here...the sell off is driven by the traders right now....moving the stock around on small volumes with some hedging.  Small miss on EBITDA in Q1 (15mm) due to maintenence issues has set this stock up for a huge gain in the next 12 months.  I have them making 107mm EBITDA in Q2 with EPS of close to 70 cents (20 cents above consensus).   Lumber is killing it, as is paper pulp.   Cotton prices on the rise which means SC is going to be moving higher.    Full year I have them at 440mm EBITDA.  I stock will be $30 by spring 2019 if not earlier.    Still waiting to go to work for the Rhinopower hedge fund...maybe when this stock goes to 60 in 2020!!   
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