Added to YB: 2025-05-16
Pitch date: 2025-03-26
RYAM [bullish]
Rayonier Advanced Materials Inc.
+5.13%
current return
Author Info
No bio for this author
Company Info
Rayonier Advanced Materials Inc. manufactures and sells cellulose specialty products in the United States, China, Europe, Japan, rest of Asia, Canada, Latin America, and internationally.
Market Cap
$374.6M
Pitch Price
$5.65
Price Target
50.00 (+742%)
Dividend
N/A
EV/EBITDA
7.52
P/E
-0.89
EV/Sales
0.77
Sector
Chemicals
Category
value
Rayonier Advanced Materials Inc. - $RYAM
RYAM: Specialty cellulose producer with monopoly position in key North American CS products. Potential 4X-10X return in 12-36 months. Misunderstood business at 13-19% 2025 FCF yield. Temiscaming sale ($150-250M) within 12-18 months will create pure-play HPC business. 2026 FCF yield 30-37%. Biomaterials expansion to $65M EBITDA by 2029. $20 PT (2026); $41-50 (2029).
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