Do not support this company nor industry. So much bs greenwashing. Paper mills do not “manage” forests, they destroy them and replace them tree farms, sad shadows of forests which are harvested again and again and never allowed to heal or mature. Ground water suffers, ecosystems collapse. It’s shameful. The future is in reusable, and small scale local projects which keep environments in tact. Stop this.
The company is well-positioned for the future. In the coming years, when the Galicia project opens, it will further diversify its income and increase its sales and margins, even reducing the risk. In addition, it would be a leader in the production of Lyocell.
Do not support this company nor industry. So much bs greenwashing. Paper mills do not “manage” forests, they destroy them and replace them tree farms, sad shadows of forests which are harvested again and again and never allowed to heal or mature. Ground water suffers, ecosystems collapse. It’s shameful. The future is in reusable, and small scale local projects which keep environments in tact. Stop this.
Intriguing how a cap intensive cyclical co can compound and valued at such low multiple? What do you think the company is like in 10-20 years?
The company is well-positioned for the future. In the coming years, when the Galicia project opens, it will further diversify its income and increase its sales and margins, even reducing the risk. In addition, it would be a leader in the production of Lyocell.
Is cellulose something very difficult to produce? How is it there is just one competitor?
Yes, it is—that's why the barriers to entry are high. No, there are some European competitors such as Navigator or Iberpapel.