Mercer International - Interessante Holz Firma mit langfristigem Geschäftsmodell?
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11.05.25 08:00:27
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#19
Mercer International Insidertrade Update
Wie ist Ihre Meinung dazu? Diskutieren Sie mit!
Quelle: Mercer International Insidertrades
Mercer International | 3,340 €
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#18
Antwort
auf BörsenBot Fourth quarter Operating EBITDA* increased to $99.2 million (net income of $16.7 million) from $50.5 million (net loss of $17.6 million) in the third quarter of 2024
Full year 2024 Operating EBITDA increased to $243.7 million (net loss of $85.1 million) from $17.5 million (net loss of $242.1 million) in 2023
Refinanced our former 2026 Senior Notes, extending the maturity of our earliest senior notes to 2028, and decreased our long-term debt by over $100.0 million using cash on hand
Quarterly cash dividend of $0.075 per share
https://www.finanznachrichten.de/nachrichten-2025-02/6462158…
Mercer International | 7,350 €
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#17
Veröffentlichung von Unternehmenszahlen
10 Nutzer haben Mercer International im Portfolio und 20 unserer Nutzer haben Mercer International auf der Watchlist.
Wie ist Ihre Meinung zu den Ergebnissen? Diskutieren Sie mit!
Mercer International | 6,250 €
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#16
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%: 😜
Mercer International | 9,519 $
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#15
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 | 8,860 $
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#14
Mercer International | 16,80 €
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#13
Mercer International | 15,84 €
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#12
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.
Mercer International | 14,12 €
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#11
Starkes Q-1 bei Mercer
https://de.mercerint.com/neues/2022/mercer-international-inc…
Im Detail:
https://de.mercerint.com/wp-content/uploads/GLB-MI-Press-Rel…
Mercer International | 15,17 €
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#10
stimmt
Mercer International | 9,000 €
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#9
Mercer International | 10,40 $
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#8
...
...
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:
Mercer International | 11,59 $
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#7
2021Q2:
Wood war der Knaller:
...
...
Der Q2-Earnings Call ist interessant mMn, da mit vielen Details versehen: https://seekingalpha.com/article/4443835-mercer-internationa…
Mercer International | 9,950 €
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#6
...
https://seekingalpha.com/pr/18194713-mercer-international-in…
...
Looking ahead to 2021, we are encouraged by the improving fundamentals in pulp demand and markets and continued price increases implemented in 2021 to date. Along with continuing strong lumber markets and our ample liquidity position, we are positioned well to execute our strategic plan in 2021.”
...
Mercer International | 13,58 $
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#5
Mercer International | 6,330 $
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#4
AR2019:
Pulp markets in the latter half of 2019 were challenging. Record high levels of hardwood inventories created significant downward pricing pressure through the second half of the year that resulted in low prices for all pulp grades. However, on a positive note, pulp demand has remained steady, with China’s imports at record levels as paper producers restock. We believe softwood and hardwood prices have hit their floor and will be improving through 2020.
Lumber prices, on the other hand, have been slowly improving through the second half of 2019, primarily on positive signs from the U.S. housing market. Pricing in the European lumber market did not follow the same pattern as the U.S., but demand was relatively steady for most of the year. We experienced some price reductions in this market in 2019, primarily due to the increased availability of low cost, storm and beetle-damaged wood in the market. In general, the lower grade logs that are currently plentiful in Germany push lumber pricing down. However, we have maintained and even improved our margins in some markets due to the lower log costs.
=> jetzt ist die Aktie fundamental gesehen günstig mMn
OK, COVID-19 kam dazu.
Und Schlitzohr Jimmy Lee war mMn günstig einkaufen die letzten 3 Jahre (Friesau (*), Santanol).
Keine größere Refinanzierung mehr bis 2024:
Our earliest Senior Notes do not mature until 2024.
AR2019
Aber alle Achtung, mit 27 Jahren losziehen und ein Sägewerk in einem anderen Land errichten:
https://www.otz.de/leben/vermischtes/saegewerk-in-friesau-19… (*)
https://www.welt.de/regionales/thueringen/article162291520/M…
We also completed a large portion of the second phase of our Friesau sawmill expansion. We are now in the process of commissioning a new high-speed planer mill and new state-of-the-art and highly energy efficient continuous kilns. The final element of this phase will be the construction of new lumber sorting equipment, allowing us to improve grade mix and increase production. Ultimately, when this project is finalized in early 2021, Friesau’s capacity will make it one of the largest, most modern and efficient sawmills in the world.
AR2019
(*) diese Welt gibt es langsam nicht mehr. Am Ende so eines Weges wartet heutzutage eben oft ein "Jimmy Lee".
Mercer International | 8,480 $
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#3
26.03.2019 AEZ XFRA US5880561015 MERCER INTL INC. DL 1 0.111 EUR
21.06.2019 AEZ XFRA US5880561015 MERCER INTL INC. DL 1 0.123 EUR
24.09.2019 AEZ XFRA US5880561015 MERCER INTL INC. DL 1 0.125 EUR
11.12.2019 AEZ XFRA US5880561015 MERCER INTL INC. DL 1 0.124 EUR
https://seekingalpha.com/article/4283522-mercer-internationa…
Mercer International | 11,99 $
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#2
Mercer Int. Inc., Produzent von Papier & Papierprodukten. Hast recht, tolle Firma. Die Aktie war trotzdem totes Geld letztes Jahr, obwohl Umsatz und Gewinn regelrecht ausbrechen nach oben.
Quartalsdarstellung der Nettogewinne der zurückliegenden 12 Monate (TTM, trailing twelve months)
https://stockrow.com/MERC/financials/income/trailing
EPS der letzten 12 Monate $2,37 -> ttm KGV 6,2
EPS letztes Quartal $0,79, annualisiert $3,16 -> 2019 KGVe 4,7 (ohne weiteres Wachstum)
Nettoschulden $810 M bei ttm EBITDA von $390 M und Nettogewinn $155 M
Die Aktie sollte 100-200% höher stehen, zu dem Preis ist sie geschenkt.
strongest conviction BUY & HOLD
Und die Wartezeit wird versüßt mit immerhin 3,8% Dividendenrendite.
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#1
Was haltet ihr von der Firma und den Zukunftsaussichten?
Dividende gibt es auch
Dividendenhistorie
https://www.boersen-zeitung.de/index.php?li=24&l=0&isin=US58…
AEZ XFRA US5880561015 MERCER INTL INC. DL 1 0.101 EUR
Erstmal das Firmenvideo für einen Überblick
https://player.vimeo.com/video/77588731
https://mercerint.com/products/overview
Hier etwas zur Produktion
https://www.euwid-holz.de/news/sonstiges/einzelansicht/Artik…
https://www.euwid-holz.de/news/rundholzschnittholz/einzelans…
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DurchsuchenBeitrag schreiben16.12.25 · wO Chartvergleich · Mercer International |
31.10.25 · Business Wire (dt.) · Mercer International |
