Predictions
Mayr-Melnhof Karton
Start price
Target price
Perf. (%)
€180.00
13.08.21
13.08.21
€190.00
13.08.22
13.08.22
-11.22%
13.08.22
13.08.22
Sustainability is very important
Differentiated customer and product portfolio
Some uniques
Top 10 in its market
Louisiana-Pacific Corp.
Start price
Target price
Perf. (%)
€70.99
04.05.22
04.05.22
€88.00
04.05.23
04.05.23
-20.71%
09.08.22
09.08.22
Arctic Paper S.A. Zy 1
Start price
Target price
Perf. (%)
€3.32
23.07.22
23.07.22
€1.00
23.07.23
23.07.23
19.28%
06.08.22
06.08.22
Suzano Papel E Cel. Adr/3
Start price
Target price
Perf. (%)
€10.10
28.06.21
28.06.21
€12.00
28.06.22
28.06.22
-10.89%
29.06.22
29.06.22
Could be worthwhile Investment >10% per year
The Navigator Company S.A.
Start price
Target price
Perf. (%)
€2.91
27.06.21
27.06.21
€3.20
27.06.22
27.06.22
32.21%
28.06.22
28.06.22
Could be worthwhile Investment >10% per year
Boise Cascade Co
Start price
Target price
Perf. (%)
€52.00
18.05.21
18.05.21
€76.00
18.05.22
18.05.22
45.19%
19.05.22
19.05.22
Could be worthwhile Investment >10% per year
Fair valuation
Good rating
negative Cash Flow expected
Altech Advanced Materials AG
Start price
Target price
Perf. (%)
€2.24
17.05.21
17.05.21
€4.00
17.05.22
17.05.22
-10.69%
18.05.22
18.05.22
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Significant cyclical dependencies
Little known brand
Mayr-Melnhof Karton
Start price
Target price
Perf. (%)
€171.60
26.04.22
26.04.22
€200.00
26.04.23
26.04.23
-3.38%
30.04.22
30.04.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Innovative
Sustainability is important
Canfor Corp.
Start price
Target price
Perf. (%)
€20.40
11.04.21
11.04.21
€23.00
11.04.22
11.04.22
-19.09%
12.04.22
12.04.22
Could be worthwhile Investment >10% per year
Hexagon Composites ASA
Start price
Target price
Perf. (%)
€3.41
17.03.22
17.03.22
€4.00
17.03.23
17.03.23
1.64%
19.03.22
19.03.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Known brand
International Paper
Start price
Target price
Perf. (%)
€45.81
10.03.21
10.03.21
-
10.03.22
10.03.22
-15.86%
11.03.22
11.03.22
Very high dividend yield expected
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Mercer International Inc.
Start price
Target price
Perf. (%)
€9.40
28.02.22
28.02.22
€90.00
28.02.23
28.02.23
-
28.02.22
28.02.22
Hexagon Composites ASA
Start price
Target price
Perf. (%)
€2.50
24.01.22
24.01.22
€4.00
24.01.23
24.01.23
15.51%
05.02.22
05.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Known brand
Hexagon Composites ASA
Start price
Target price
Perf. (%)
€3.61
05.09.21
05.09.21
-
05.09.22
05.09.22
-31.30%
25.01.22
25.01.22
Business model of the past or high risk
Higher risks for its business
Hexagon Composites ASA
Start price
Target price
Perf. (%)
€6.58
25.01.21
25.01.21
€10.00
25.01.22
25.01.22
-50.24%
17.01.22
17.01.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Known brand
Delignit AG
Start price
Target price
Perf. (%)
€6.60
30.12.20
30.12.20
€12.00
30.12.21
30.12.21
43.94%
31.12.21
31.12.21
Could be worthwhile Investment >10% per year
Core Molding Tech.
Start price
Target price
Perf. (%)
€10.50
14.12.20
14.12.20
€11.00
14.12.21
14.12.21
-27.62%
15.12.21
15.12.21