Added to YB: 2026-02-24
Pitch date: 2026-02-20
MERC [neutral]
Mercer International Inc.
-7.35%
current return
Author Info
No bio for this author
Company Info
Mercer International Inc., together with its subsidiaries, manufactures and sells northern bleached softwood kraft (NBSK) and northern bleached hardwood kraft (NBHK) pulp in the United States, Germany, China, and internationally.
Market Cap
$137.8M
Pitch Price
$2.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
-111.01
P/E
-0.28
EV/Sales
0.84
Sector
Paper and Forest Products
Category
turnaround
The North American Deep Value Week – 2026/07 | Mercer International – Q4/FY2025 Results, Large Impairments and Near-Term Market Outlook
MERC (update): Q4'25 Op EBITDA -$20.1M vs +$99.2M y/y; FY'25 -$22.0M vs +$243.7M in '24. Net loss $308.7M ($4.61/sh) on $238.7M impairments (Peace River mill, pulp inventory) amid hardwood pulp pricing collapse. 'One Goal One Hundred' program delivered $30M savings toward $100M target by end-'26. Mgmt expects modest Q1'26 pulp/lumber price gains on supply constraints, but fiber costs rising.
Read full article (1 min)