Stockchase Opinions

Richard Fogler Amrize AG AMRZ-N TOP PICK Sep 05, 2025

Spinoff of one of the largest cement companies in the world. Now focused on NA. Cement, aggregate, small roofing business that's growing rapidly. Strong competitive local advantage because this stuff is heavy. Very profitable. Ingredients for a big win.

President of the parent left to become president of this spinoff; when it went public, he bought $100M worth of stock. No dividend.

(Analysts’ price target is $57.48)
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