External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

International Paper Co / Equity Bottom-Up

<ul><li>IP has the potential to benefit from operational turnaround and improving market conditions in the cardboard box industry</li><li>New CEO Andrew Silvernail has the opportunity to drive value creation and improve performance</li><li>Potential acquisition by Suzano could drive stock price higher, offering significant upside potential for investors looking to capitalize on packaging industry turnaround</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

IP has the potential to benefit from operational turnaround and improving market conditions in the cardboard box industryNew CEO Andrew Silvernail has the opportunity to drive value creation and improve performancePotential acquisition by Suzano could drive stock price higher, offering significant upside potential for investors looking to capitalize on packaging industry turnaroundThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

International Paper  (IP) - Tuesday, May 21, 2024

Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

Analysis on GARP with strong economic moats

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

GARP with strong economic moats

<ul><li>International Paper is selling its 19.9% stake in Sylvamo. We believe Sylvamo is currently mispriced.</li><li>The priority of Sylvamo is to lower debt and then to return capital to shareholders.</li><li>Dividends and share buybacks are the catalysts expected to unlock value.</li><li>Sylvamo is under temporary selling pressure, which, with other contributing factors, has resulted in a share price far under fair value implied by our calculations.</li></ul>

International Paper is selling its 19.9% stake in Sylvamo. We believe Sylvamo is currently mispriced.The priority of Sylvamo is to lower debt and then to return capital to shareholders.Dividends and share buybacks are the catalysts expected to unlock value.Sylvamo is under temporary selling pressure, which, with other contributing factors, has resulted in a share price far under fair value implied by our calculations.

Sylvamo: Sell-Off Opens Up Opportunity For Bargain Purchase

United States

International Paper Company produces and distributes paperboard-based industrial and consumer packaging, uncoated printing & writing papers and market pulp. It maintains a global network of manufacturing operations in North America, Europe, Latin America, Russia and Asia.

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International Paper Co (IP US)

International Paper (IP) - Tuesday, May 21, 2024

IP has the potential to benefit from operational turnaround and improving market conditions in the cardboard box industry

Value Investors Club

Sylvamo: Sell-Off Opens Up Opportunity For Bargain Purchase

International Paper is selling its 19.9% stake in Sylvamo. We believe Sylvamo is currently mispriced. The priority of Sylvamo is to lower debt and...

Moat Investing

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