-
Posted by
Two Blokes May 15 -
Filed in
Stock
-
2 views
Magnera is a specialty materials leader formed from the Glatfelter-Berry merger, now trading at a trough multiple after post-merger macro headwinds. Despite Q2 guidance cuts and tariff-related uncertainty, Magnera maintains strong cash flow guidance and is progressing on its deleveraging plan. Management is well-aligned with shareholders, demonstrated by CEO equity purchases and a credible strategy to reduce leverage below 3.0x over several years.
