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Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>Cellulose specialties production affected. RYAM issued a press release last Monday with respect to a fire that took place at the company’s largest plant in Jesup, GA plant on October 11 that will likely keep two cellulose specialties production lines offline until October 28, while the cause is investigated and repairs are made.</li><li>Two of three production lines at Jesup affected. The fire, which occurred during scheduled maintenance work, was quickly contained without death or injury to plant employees or safety personnel, and has not affected the operations of Line C, which produces fluff pulp (270K mt annual capacity).</li><li>Management believes the two-and-a-half-week disruption in the operations of Lines A and B, which manufacture cellulose specialties (330K mt annual capacity), will not materially affect its ability to supply its current customers.</li></ul>

Cellulose specialties production affected. RYAM issued a press release last Monday with respect to a fire that took place at the company’s largest plant in Jesup, GA plant on October 11 that will likely keep two cellulose specialties production lines offline until October 28, while the cause is investigated and repairs are made.Two of three production lines at Jesup affected. The fire, which occurred during scheduled maintenance work, was quickly contained without death or injury to plant employees or safety personnel, and has not affected the operations of Line C, which produces fluff pulp (270K mt annual capacity).Management believes the two-and-a-half-week disruption in the operations of Lines A and B, which manufacture cellulose specialties (330K mt annual capacity), will not materially affect its ability to supply its current customers.

Rayonier Advanced Materials, Inc: Jesup Fire's Transient Impact on 2024 EBITDA

United States

Rayonier Inc. is an international forestry products company.  The Company produces and sells cellulosic fibers, standing timber, real estate, and timberland acreage.  Rayonier also produces logs and wood products, and medium density fiberboard, as well as owns, leases, and manages timberland and provides related management services.

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