Added to YB: 2026-04-22
Pitch date: 2026-04-22
RYAM [bullish]
Rayonier Advanced Materials Inc.
+1.68%
current return
Author Info
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
$590.8M
Pitch Price
$9.51
Price Target
15.00 (+55%)
Dividend
N/A
EV/EBITDA
14.18
P/E
-4.16
EV/Sales
0.90
Sector
Chemicals
Category
special_situation
Quick and timely idea: Positioned for a sale
RYAM: Bullish special situation—strategic alts review announced April 2026 after AIP's Nov 2025 $11-12 unsolicited offer (rejected), then 13D + 5% open-market buy. CEO Sutton resigned immediately, making sale binary. 80%+ odds of sale within 2-3mo; $9.20 now, $11-15 target = 19-60% upside, 104% IRR. $11-12 floor. Favorable specialty cellulose S/D (18% price hikes). Downside to $6 if no deal.
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