$MAGN

Magnera Corp

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$MAGN

Magnera Corp

Past 12mo:3mentions1voices

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Frequently asked

Who mentions $MAGN most on Surfaced?

@valuedontlie (Colin King) mentions $MAGN most — 5 mentions in the past 12 months.

When was $MAGN first mentioned on Surfaced?

The earliest tracked mention of $MAGN in the Surfaced archive was on Jun 17, 2025.

How many voices track $MAGN?

1 FinTwit voice has mentioned $MAGN 3 times in the past 12 months.

What kind of voices mention $MAGN most?

$MAGN is mentioned most by Long Research voices on Surfaced.

Recent mentions

5 mentions

@valuedontlieNov 20, 2025 · 2:03 PM

$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 costs roll off over 2-3yrs = major cash flow boost OTOH, debt still very high and capex running lean https://t.co/2VbU7KAD5F

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@valuedontlieJun 24, 2025 · 1:35 AM

@marketplunger1 $JACK or maybe $MAGN

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@valuedontlieJun 17, 2025 · 3:58 PM

Some examples from my list: - Reorg $GTX - Spin-off $STRZ - Turnaround $MNRO - Inflection stories $CVEO - GoodCo / BadCo $THRY - Management change $MNRO x2 - Public LBO / deleveraging $TAP (late innings) $MAGN (early)

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@valuedontlieJun 5, 2025 · 6:39 PM

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 be a long road I do own some $MAGN and it feels a bit like owning $BERY in the early days (highly levered, repay debt fast, load up for the next thing)

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@valuedontlieJun 5, 2025 · 6:29 PM

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 looks ugly if they can't turn EBITDA in '26-27... they tout 3x target, but give themselves credit for yet-to-be-achieved $55m synergies? hmm... so it's really 4.7x levered right now FCF -- they are maybe making this more difficult than needs to be... pre-merger CF + post-merger op cash flow = $150-170m but that includes $52m (YTD) cash costs for transaction, severance, etc. so maybe op cash flow is closer to $200-220m? This would make sense at $370m EBITDA less $150m interest (zero cash tax / ignoring WC) = $220m Is run-rate FCF closer to $115-125m (~$3.50/sh)? Before getting excited about that... with debt at $1.72bn = 14x debt/FCF... this is going to take: 1) time; and 2) serious EBITDA/FCF growth

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