UPCOMING EVENTS
Fedrigoni - 25Q3 Results Call (TBC)
 
sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

Capital Structure - 12 Nov 25

Fundamentals - 12 Nov 25

Valuation - 12 Nov 25

Interest Coverage - 12 Nov 25

Games Theory - 12 Nov 25

Investment Discussion - 12 Nov 25

Presentation

 
SARRIA News -INTU
Fedrigoni - comment
Wolfgang Felix
Fedrigoni - comment
Wolfgang Felix

Mixed Signals. LPCS revenues are down significantly, even as fillers are keeping the machines running. At EBITDA level, however, the division has

Wolfgang Felix
Fedrigoni - Litter or Luxury, what's the difference? - Initiation
Wolfgang Felix
Fedrigoni - Litter or Luxury, what's the difference? - Initiation
Wolfgang Felix

Please find our initiation on Fedrigoni here.

There must have been a period when Italians produced only paper; such is their density of abandoned paper mills. Particularly, the north of the country is littered with forgotten sub-scale sites that went out of business long ago. We may be biased, but we struggle to think of any paper/packaging HY issuer that has never been in trouble. Please let us know if you can think of one. 

Wolfgang Felix
Martha Felix
Fedrigoni - coming soon
Martha Felix
Martha Felix