Mercer International - Interessante Holz Firma mit langfristigem Geschäftsmodell?
eröffnet am 11.05.18 15:40:21 von
neuester Beitrag 04.08.23 19:34:52 von
neuester Beitrag 04.08.23 19:34:52 von
Beiträge: 16
ID: 1.280.032
ID: 1.280.032
Aufrufe heute: 3
Gesamt: 5.996
Gesamt: 5.996
Aktive User: 0
ISIN: US5880561015 · WKN: 985284 · Symbol: AEZ
9,5500
EUR
0,00 %
0,0000 EUR
Letzter Kurs 25.04.24 Tradegate
Neuigkeiten
16.04.24 · globenewswire  |
02.04.24 · globenewswire |
26.02.24 · globenewswire |
15.02.24 · globenewswire |
22.01.24 · globenewswire |
Werte aus der Branche Holzindustrie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 20,030 | +9,45 | |
| 2,2360 | +9,07 | |
| 14,930 | +6,72 | |
| 27,58 | +4,99 | |
| 38,09 | +4,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 544,00 | -4,90 | |
| 83,03 | -4,97 | |
| 3,8500 | -7,23 | |
| 43,99 | -8,32 | |
| 7,4100 | -9,52 |
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Bei Mercer International werden die schlechten Zahlen abgefeiert -- anders als vielen (Papier-)Produzenten zuletzt:
3.8.
Mercer International Inc. Reports Second Quarter and First Half 2023 Results and Announces Quarterly Cash Dividend of $0.075
https://www.wallstreet-online.de/nachricht/17209026-mercer-i…
=> dafür gleich mal +14%: 😜
3.8.
Mercer International Inc. Reports Second Quarter and First Half 2023 Results and Announces Quarterly Cash Dividend of $0.075
https://www.wallstreet-online.de/nachricht/17209026-mercer-i…
=> dafür gleich mal +14%: 😜
31.5.
Mercer International Inc. Receives Court Sales Order Approval to Acquire Structurlam Mass Timber Assets
https://www.wallstreet-online.de/nachricht/16993136-mercer-i…
...
• Mercer to acquire substantially all of Structurlam's assets, including its state-of-the-art mass timber facility in Conway, Arkansas, cementing Mercer's position as a leading mass timber provider in North America.
• The proposed acquisition will materially increase Mercer's cross-laminated timber capacity to approx. 210,000 m3 of CLT and add 45,000 m3 of glulam production capacity.
• The addition of glulam capability will expand Mercer's product offering and enhance its ability to service its growing customer base.
...
Mercer International Inc. Receives Court Sales Order Approval to Acquire Structurlam Mass Timber Assets
https://www.wallstreet-online.de/nachricht/16993136-mercer-i…
...
• Mercer to acquire substantially all of Structurlam's assets, including its state-of-the-art mass timber facility in Conway, Arkansas, cementing Mercer's position as a leading mass timber provider in North America.
• The proposed acquisition will materially increase Mercer's cross-laminated timber capacity to approx. 210,000 m3 of CLT and add 45,000 m3 of glulam production capacity.
• The addition of glulam capability will expand Mercer's product offering and enhance its ability to service its growing customer base.
...
Die Zahen sehen gut aus, und heute auch deutlich ansteigende Kurse. Hoffe mal die bleiben nachhaltig auf einem höheren Kursniveau. Im Prnzip ein klasse Geschäftsmodell, wenn man den nachwachsenenden Rohstoff Holz vollständig verwerten kann. Allen Investierten weiterhin viel Erfolg.
Mercer war in Q1 quasi eine Gelddruck-Maschine. Das wunderte mich etwas wegen dem Holz aus Russland für Stendal.
Ich las daraufhin kurz das Transkript zum Q1-CC durch (Apr. 29, 2022) und dort war das kein direkt negatives Thema:
David Gandossi/CEO:
...
European hardwood pulp supply will also be negatively affected by the sanctions-related reduction in supply of Russian birch wood. We believe that pulp consumers have low inventory levels, forcing some producers to use additional NBSK in their furnish or slow their machines.
...
I personally am quite bullish about the future. I think the -- there's still quite a bit of old capacity running. I think fiber scarcity is really -- we're going to see that big time with climate change. Old-growth deferrals in British Columbia, Fires throughout the boreal and Russia and other places. The war in Ukraine is a big takeaway for fiber in certain regions, so -- and hopefully, this pandemic problem in China will end.
And consumption -- demand and consumption of paper products will start to grow again, and things will unwind and get back to normal.
Was Mercer auch sehr entgegenkam waren/sind die hohen Energiepreise: David Gandossi:
Well, the -- we do have our tariff still on Stendal, the green tariff, we call it the EEG. But we can flip off that when the market prices are higher, and so the EEG tariff is our floor.
And when spot prices are higher, we take advantage of that. We're not intending to lock in any kind of forwards on that at this point in time. The world is just too unclear to us. But we believe that having the very modern and expansive generating capacity that we have means that we don't buy power ever, other than in start-up, and we enjoy very high electricity prices when the conditions are as they are now.
Ansonsten gab es bei der CEO-Rolle einen geregelten Übergang:
14.3.
Mercer International CEO David Gandossi to Retire
https://www.marketwatch.com/story/mercer-international-ceo-d…
...
Mercer International Inc. said Monday that David Gandossi, who has served as chief executive and president since 2015, is retiring.
The company said its board of directors has appointed Juan Carlos Bueno to succeed Mr. Gandossi as CEO and president, effective May 1, 2022.
Mr. Bueno will also be nominated for election to the board at the upcoming 2022 annual general meeting of shareholders.
Mr. Gandossi will step down from his current executive duties as part of turning 65 years old this year, after more than seven years as CEO and president. He will continue with the company as an advisor until Aug. 31, and assist Mr. Bueno and Mercer to ensure a smooth transition, the company said.
Mr. Bueno most recently served as the chairman of the board and co-founder of Global Energy, which produces novel green energy generation devices.
Ich las daraufhin kurz das Transkript zum Q1-CC durch (Apr. 29, 2022) und dort war das kein direkt negatives Thema:
David Gandossi/CEO:
...
European hardwood pulp supply will also be negatively affected by the sanctions-related reduction in supply of Russian birch wood. We believe that pulp consumers have low inventory levels, forcing some producers to use additional NBSK in their furnish or slow their machines.
...
I personally am quite bullish about the future. I think the -- there's still quite a bit of old capacity running. I think fiber scarcity is really -- we're going to see that big time with climate change. Old-growth deferrals in British Columbia, Fires throughout the boreal and Russia and other places. The war in Ukraine is a big takeaway for fiber in certain regions, so -- and hopefully, this pandemic problem in China will end.
And consumption -- demand and consumption of paper products will start to grow again, and things will unwind and get back to normal.
Was Mercer auch sehr entgegenkam waren/sind die hohen Energiepreise: David Gandossi:
Well, the -- we do have our tariff still on Stendal, the green tariff, we call it the EEG. But we can flip off that when the market prices are higher, and so the EEG tariff is our floor.
And when spot prices are higher, we take advantage of that. We're not intending to lock in any kind of forwards on that at this point in time. The world is just too unclear to us. But we believe that having the very modern and expansive generating capacity that we have means that we don't buy power ever, other than in start-up, and we enjoy very high electricity prices when the conditions are as they are now.
Ansonsten gab es bei der CEO-Rolle einen geregelten Übergang:
14.3.
Mercer International CEO David Gandossi to Retire
https://www.marketwatch.com/story/mercer-international-ceo-d…
...
Mercer International Inc. said Monday that David Gandossi, who has served as chief executive and president since 2015, is retiring.
The company said its board of directors has appointed Juan Carlos Bueno to succeed Mr. Gandossi as CEO and president, effective May 1, 2022.
Mr. Bueno will also be nominated for election to the board at the upcoming 2022 annual general meeting of shareholders.
Mr. Gandossi will step down from his current executive duties as part of turning 65 years old this year, after more than seven years as CEO and president. He will continue with the company as an advisor until Aug. 31, and assist Mr. Bueno and Mercer to ensure a smooth transition, the company said.
Mr. Bueno most recently served as the chairman of the board and co-founder of Global Energy, which produces novel green energy generation devices.
Trading Spotlight
Starkes Q-1 bei Mercer
Der Kurs wird wohl auch weiter rumdümpeln bzw. das Kaufinteresse wird bescheiden bleiben. Habe mir aber dennoch eine kleine Position gegönnt, da die Aktie weiter günstig bewertet ist und die Themen Nachhaltigkeit, Basics und Energie eine gute Zukunft haben.https://de.mercerint.com/neues/2022/mercer-international-inc…
Im Detail:
https://de.mercerint.com/wp-content/uploads/GLB-MI-Press-Rel…
Antwort auf Beitrag Nr.: 69.828.561 von 5Zylinder am 06.11.21 07:55:58
stimmt
angeblich ist ja überall die Nachfrage und Preise auf Rekordhoch ich beobachte das ganze mal
Die Gesellschaft hat Ende Oktober gute Zahlen gemeldet und trotzdem dümpelt die Aktie vor sich hin, bzw fällt schon seit Monaten. Wie passt das zur Erzeugung von Strom , Baumaterial und Zellstoff aus nachwachsendem Rohstoff (Holz). Was gibts bei denen zu kritisieren?
dem Aktienkurs nach hat man heute bei der Jefferies Virtual Industrials Conference keinen besonderen Eindruck gemacht:
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https://de.mercerint.com/investoren/aktuelle-dokumente/
Aber die Übernahme des Friesau-Sägewerkes in Thüringen war mMn eine gute Idee. OK, Glück beim Timing war schon dabei rückblickend betrachtet:
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https://de.mercerint.com/investoren/aktuelle-dokumente/
Aber die Übernahme des Friesau-Sägewerkes in Thüringen war mMn eine gute Idee. OK, Glück beim Timing war schon dabei rückblickend betrachtet:
https://mercerint.com/investors/reports-filings/
2021Q2:
Wood war der Knaller:
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Der Q2-Earnings Call ist interessant mMn, da mit vielen Details versehen: https://seekingalpha.com/article/4443835-mercer-internationa…
2021Q2:
Wood war der Knaller:
...
...
Der Q2-Earnings Call ist interessant mMn, da mit vielen Details versehen: https://seekingalpha.com/article/4443835-mercer-internationa…
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