Magnera. Every tracked FinTwit mention of $MAGN, newest first. 5 mentions since the first on Jun 17, 2025. See the price chart.
November 2025 · 1 mention
Nov 20
Colin King — $MAGN
FY26 guide = $90-110m FCF (vs. $400m market cap at ~$11)
includes $80m integration & tax costs... not clear on cash tax situation, but in theory if some/all of these co…↗
June 2025 · 4 mentions
Jun 24
Colin King — @marketplunger1 $JACK or maybe $MAGN↗
Jun 17
Colin King — Some examples from my list:
- Reorg $GTX
- Spin-off $STRZ
- Turnaround $MNRO
- Inflection stories $CVEO
- GoodCo / BadCo $THRY
- Management change $MNRO x2
- Public LBO / delevera…↗
Jun 5
Colin King — And that level ($455m x 3 = $1.365bn debt) = ~6.2x FCF which is close to my preferred comfort level
All of this to say...
This thing is "maybe" worth $30+ eventually, but it'll…↗
Jun 5
Colin King — Help me piece together this $MAGN situation...
1) guide is $360-380m EBITDA and $75-95m capex
2) debt is $1.72bn
3) "post-merger adj. FCF" is $75-95m
First, leverage situation lo…