Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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PPC – FY24 Results
Key message: A resumption of dividend payments is a positive with cement demand at a cyclical low. New management is making changes.
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Forestry & Paper: Industry Insights
Key message: Pulp prices rise further in Europe placing pressure on non-integrated graphic paper producers. Testliner prices gain further ground. Smurfit Kappa and WestRock shareholders have now approved the combination.
Raubex – Bauba Site Visit
Key message: Bauba is a relatively low-risk operation with competitive reserves.
Afrimat – Investor Day
Key message: The Lafarge integration is going well with a focus on returning production to normal levels.