Report
Luis de Toledo Heras

Navigator : Field trip demonstrates strong business model roots

>Cash cost leadership rooted in its model - Navigator yesterday held an analysts’ field trip to its eucalyptus nursery at Herdade de Espirra and its integrated pulp and paper mill in Setubal. Navigator’s cash cost leadership position in the industry is partially explained by the higher productivity of globulus eucalyptus over other species and the group’s experience in cloning the best mother plants for every land type and environment. Navigator nurses up to 12m plant...
Underlying
Navigator Company SA

Navigator and its subsidiaries are engaged in the production and sale of cellulose pulp and related products, the purchase of wood and agricultural and forest production, the harvesting of forests and the transport of wood from the forests to the plants, and the production and sale of electricity and thermal energy. Co. is also involved in the production of paper and derivative paper products.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Luis de Toledo Heras

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