Added to YB: 2025-05-15
Pitch date: 2025-05-14
MERC [bullish]
Mercer International Inc.
-49.8%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Mercer International Inc., together with its subsidiaries, manufactures and sells northern bleached softwood kraft (NBSK) and northern bleached hardwood kraft (NBHK) pulp in the United States, Germany, China, and internationally.
Market Cap
$112.3M
Pitch Price
$3.90
Price Target
0.43 (-78%)
Dividend
N/A
EV/EBITDA
15.20
P/E
-0.65
EV/Sales
0.83
Sector
Paper and Forest Products
Category
growth
MERC gives a smirk
MERC: Investments in Warwick Acoustics (31.7%, £40M valuation, up from £33.3M) & Axis Spine (14.5%, £34.5M valuation, up from £26M) yield £3M fair value gain. 33% upside if discount to 43.4p NAV closes. FUM up £250M in 1Q25. Portfolio realizations targeted by 2027. First auto contract secured, audio tech uses 90% less energy.
Read full article (2 min)