Report
Toby Thorrington

ArborGen Holdings - Favourable balance of risk

After delivering earnings progress in a challenging FY21 trading year, ArborGen is operationally very well positioned to deliver on its strategy of improving the volume and mix of seedling sales in its key US markets. Behind this, business resilience is improving and net debt declining, so the medium-term risk appears to be to the upside, though this is yet to be reflected in the company’s share price in our view.
Underlying
Arborgen Holdings

Rubicon is a holding company. Through its subsidiaries and associate, Co. is engaged in funding, distribution and processing of forestry biotechnology. Co. operates in two business segments: Appearance and Wood Products, and Biotechnology.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

.

Analysts
Toby Thorrington

Other Reports on these Companies
Other Reports from Edison Investment Research

ResearchPool Subscriptions

Get the most out of your insights

Get in touch