Added to YB: 2025-11-24
Pitch date: 2025-09-23
RYAM [bullish]
Rayonier Advanced Materials Inc.
-16.27%
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
$7.07
Price Target
35.00 (+489%)
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: Core cellulose specialty biz worth $15-20/share (10x FCF multiple on $100-125M FCF from pricing power + cost cuts). Biomaterials projects worth $12-18/share with FIDs likely before YE: AGE power project ($6-10/share, 65-80% ROIC) + 4 other projects ($6-8/share, 70%+ ROIC). $35+ FV vs $7 current = 5x upside.
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