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Magnera Announces Strategic Exit from Argentina as Part of Project CORE Transformation
Globenewswire· 2025-09-29 20:43
CHARLOTTE, N.C., Sept. 29, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing transformation initiative (Project CORE), Magnera today announced a key step in optimizing operations and aligning resources with long-term growth priorities. Effective immediately, production will halt and operations at the company’s Pilar, Argentina site will begin winding down. The company will continue to fulfill pre-existing commitments out of the site and ensure continuity for customers during this transition. The closure is pa ...
Calumet, Inc. (CLMT): A Bull Case Theory
Yahoo Finance· 2025-09-28 23:45
公司业务与财务表现 - Calumet Inc 是一家多元化特种化学品和燃料公司 拥有三个核心业务部门:特种产品与解决方案(SPS)、性能品牌(PB)和蒙大拿/可再生能源(MRL)[2] - SPS和PB业务在中周期内产生约2.85亿美元EBITDA 具有高度韧性 得益于多元化客户群、灵活的产品供应以及运营改进 包括2025年上半年成本减少4200万美元和连续三个季度的强劲生产量[2] - 公司股票在9月22日的交易价格为18.66美元 根据雅虎财经 其追踪市盈率为23.06倍 远期市盈率为11.35倍[1] 估值与分部价值 - 应用保守的行业倍数 SPS和PB部门的估值达到23亿美元企业价值 相当于每股约13美元 这意味着MRL部门的企业价值为11亿美元[2] - 如果相关情景实现 使用8倍EBITDA倍数计算 公司总估值可能超过每股30美元 较当前17美元水平存在显著上行空间[4] MRL部门的增长潜力 - MRL部门当前EBITDA为6500万美元 但存在重大拐点催化剂 包括对生物燃料的政治支持、更高的可再生体积义务(RVOs)和小型炼油厂豁免(SREs)的重新分配[3] - MRL的MAXSAF计划下的产能扩张可能将EBITDA提升至3亿美元以上 其蒙大拿州位置允许原料优化[3] - 即将生产的可持续航空燃料(SAF)预计每加仑享有1至2美元的可再生柴油溢价利润[3] 监管环境与政策支持 - 监管支持包括有利的RIN定价和减少的CLMT RIN义务 增强了上行潜力[4] - 当前EPA指导和政治趋势表明对生物燃料的强力支持 为潜在重新评级和显著上行空间奠定基础[4] 历史表现与持续看涨观点 - 公司股价自2025年4月覆盖以来已上涨约88% 看涨论点仍然成立 监管支持和MRL扩张继续推动上行[5] - 看涨观点强调SPS和PB的运营改进以及SAF和MAXSAF产能对长期EBITDA的影响[5]
Huntsman Announces Executive Officer Changes
Prnewswire· 2025-09-26 21:30
Forward-Looking Statements: Certain information in this release constitutes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements are based on management's current beliefs and expectations. The forward-looking statements in this release are subject to uncertainty and changes in circumstances and involve risks and uncertainties that may affect the company's operations, markets, products, services, pr ...
Exploring Analyst Estimates for RPM International (RPM) Q1 Earnings, Beyond Revenue and EPS
ZACKS· 2025-09-26 14:15
In its upcoming report, RPM International (RPM) is predicted by Wall Street analysts to post quarterly earnings of $1.87 per share, reflecting an increase of 1.6% compared to the same period last year. Revenues are forecasted to be $2.04 billion, representing a year-over-year increase of 3.8%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a com ...
Jim Cramer on Chemours: “I Think it’s Chronically Undervalued”
Yahoo Finance· 2025-09-25 17:12
The Chemours Company (NYSE:CC) is one of the stocks Jim Cramer shared his opinions on. A caller asked for guidance on the stock, and Cramer replied: “You know, I think it’s chronically undervalued, but I have to tell you, because people continue to think that it’s got problems with forever chemicals, I don’t think it does. I think they put them behind it, but I’m not going to touch it because the plaintiffs’… that powerful.” 10 stocks receiving a massive vote of approval from Wall Street analysts The ...
Jim Cramer on DuPont: The Sum of the Parts Could be as High as $100
Yahoo Finance· 2025-09-25 17:05
DuPont de Nemours, Inc. (NYSE:DD) is one of the stocks Jim Cramer shared his opinions on. Cramer highlighted that the company is splitting soon and commented: “I saw it firsthand last week when we got the update from DuPont, which is splitting into two companies: a fast-growing electronics business and a very steady industrials, healthcare, and water business. These are two excellent companies. It can bring out a lot of value once they start trading separately. We’ve told members of the Investing Club tha ...
Avient Hires David N. Schneider as President of Specialty Engineered Materials Business Segment
Prnewswire· 2025-09-25 10:45
Accessibility StatementSkip Navigation CLEVELAND, Sept. 25, 2025 /PRNewswire/ -- Avient Corporation (NYSE: AVNT), an innovator of materials solutions, announced that David N. Schneider has joined the company as Senior Vice President and President of Specialty Engineered Materials. Mr. Schneider succeeds Christopher L. Pederson who retired in June 2025 after serving seven years in the role. Continue Reading Dave Schneider, President, Specialty Engineered Materials, Avient Corporation Mr. Schneider has over ...
H.B. Fuller Company (NYSE:FUL) Surpasses Earnings Expectations
Financial Modeling Prep· 2025-09-25 04:00
H.B. Fuller Company (NYSE:FUL) reported an EPS of $1.26, beating the Zacks Consensus Estimate.Despite a slight revenue miss, FUL's adjusted net revenue increased by 1.6% year-on-year.The company's financial ratios, including a P/E ratio of 31.30 and a debt-to-equity ratio of 1.13, highlight its market valuation and financial health.H.B. Fuller Company (NYSE:FUL) is a prominent player in the specialty chemical industry, known for its innovative adhesive solutions. The company operates globally, providing pro ...
Eastman Chemical Company (EMN) Reports Strategic Initiatives at Morgan Stanley’s 13th Annual Laguna Conference
Yahoo Finance· 2025-09-25 00:34
Eastman Chemical Company (NYSE:EMN) is one of the 11 Best Retirement Stocks to Buy According to Analysts. Eastman Chemical Company (EMN) Reports Strategic Initiatives at Morgan Stanley’s 13th Annual Laguna Conference On September 10, 2025, Eastman Chemical Company (NYSE:EMN) highlighted its strategic initiatives at Morgan Stanley’s 13th Annual Laguna Conference. This comes amid a challenging economic environment. Eastman Chemical Company (NYSE:EMN)’s CFO highlighted that the automotive segment beat expe ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celanese Corporation - CE
Globenewswire· 2025-09-24 20:10
NEW YORK, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Celanese Corporation (“Celanese” or the “Company”) (NYSE: CE). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Celanese and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On November ...