Opinions
Benj Gallander
Sappi Limited
SPP-N
WAIT
Jun 28, 2013
$2.460
Stock price when the opinion was issued
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Pulp and paper in South Africa. Weighted down to some degree by debt but it is profitable. From a contrarian viewpoint, this kind of company is up his alley. He would like to see better financials and he would wait further into the cycle. Doesn’t like buying at this time of year. A lot of potential upside but the debt is always a danger signal.