PotlatchDeltic(PCH)

Search documents
Appia Announces Outstanding Total Rare Earth Oxide (TREO) Results From Its Diamond Drilling Program at PCH Project in Goias, Brazil
Newsfile· 2025-01-22 12:30
Core Viewpoint - Appia Rare Earths & Uranium Corp. announced exceptional results from its diamond drilling program at the PCH project in Goias, Brazil, confirming high-grade mineralization in the carbonatitic breccia zone [1][2]. Group 1: Drilling Results - The diamond drilling program included three drill holes that intercepted significant amounts of Total Rare Earth Oxide (TREO), Niobium Oxide (Nb2O5), and Phosphate Oxide (P2O5) [1]. - Drill hole PCH-DDH-002 reported 150 metres at 1.14% TREO, 0.12% Nb2O5, and 2.76% P2O5 from surface, with notable intervals of higher grades [3]. - Drill hole PCH-DDH-003 showed 147.7 metres at 1.69% TREO, 0.18% Nb2O5, and 3.26% P2O5 from surface, including 58 metres at 2.19% TREO [3]. - Drill hole PCH-DDH-004 recorded 153 metres at 1.08% TREO, 0.15% Nb2O5, and 2.31% P2O5 from surface, with significant intervals of higher grades [3]. Group 2: Mineralization Potential - The results indicate that the PCH project may contain substantial high-grade carbonatitic style rare earths, in addition to Ionic Adsorption Clay (IAC) rare earth deposits [2]. - Mineralization is open at depth and in multiple directions (northeast, northwest, and southwest), suggesting potential for further resource expansion [7]. Group 3: Project Development Plans - The company is developing plans for an expansion/resource-definition drilling program and preliminary mineralogical-metallurgical test work on the diamond drill core [2]. - The favorable location of the PCH project provides easy access to road and power infrastructure, along with a supportive relationship with the local community [4]. Group 4: Quality Control and Analysis - The samples from the diamond drill holes were sent to ALS laboratory for analysis, ensuring rigorous quality control measures were implemented throughout the sampling and analytical processes [11][12]. - All analytical results have passed internal QA/QC review, confirming the reliability of the reported data [13].
Potlatch (PCH) Upgraded to Buy: Here's Why
ZACKS· 2025-01-21 18:00
Potlatch (PCH) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find ...
PotlatchDeltic Positioned To Have Earnings Bump When Lumber Prices Normalize
Seeking Alpha· 2024-12-05 00:02
Core Thesis - PotlatchDeltic Corporation (PCH) is currently trading at a significant discount (73% of net asset value) due to recent commodity pricing weakness, but the outlook for lumber is improving, suggesting a potential doubling of EBITDA from 2024 levels [3][26]. Supply and Demand Dynamics - The supply of lumber is declining as major producers like Canfor and Interfor are closing mills and reducing output due to low prices and rising tariffs, with North American lumber capacity expected to decrease by over 3 billion board feet in 2024 [5][6][7]. - Demand for lumber is anticipated to increase, driven by a potential uptick in housing activity, as indicated by improved homebuilder confidence and favorable survey results [12][13][14]. Financial Performance and Valuation - PCH's EBITDA is projected to be $223.5 million in 2024, despite current challenges, with the company maintaining a positive EBITDA due to its cost advantages from owning timberlands [8][26]. - The volatility in PCH's EBITDA is notable, with figures ranging from negative $9.5 million in 3Q24 to $652.8 million in 2021, reflecting the cyclical nature of the lumber market [22][23][24]. - PCH's trailing EV/EBITDA is 11.38X, indicating substantial undervaluation compared to the market, especially given the expected recovery in lumber prices [26][27]. Future Catalysts - The upcoming 4Q24 earnings report on January 27th is seen as a potential catalyst for PCH's stock recovery, as the company may report higher-than-expected EBITDA due to recent increases in lumber prices [28][29].
PotlatchDeltic: Great Point To Exit This REIT
Seeking Alpha· 2024-12-01 21:30
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.We have been fairly tactical in our ratings on PotlatchDeltic Corporation (NASDAQ: PCH ). The company is the same that it was over the years, but our ratings have moved primarily on sentiment and trends we expect for the ...
Appia Secures an Additional Mineral Claim at its PCH Ionic Adsorption Clay Project, Goias - Brazil
Newsfile· 2024-11-14 12:30
Toronto, Ontario--(Newsfile Corp. - November 14, 2024) - Appia Rare Earths & Uranium Corp. (CSE: API) (OTCQB: APAAF) (FWB: A0I0) (MUN: A0I0) (BER: A0I0) (the "Company" or "Appia") is pleased to announce that it secured one (1) additional mining claim on the Eastern border adjacent to its existing mineral claims at the PCH project through a public bidding process conducted by the Brazilian National Mining Agency ("Agencia Nacional de Mineração" or "ANM"). The new mining claim (see Map #1) will increase the ...
PotlatchDeltic(PCH) - 2024 Q3 - Quarterly Report
2024-11-04 18:51
| --- | --- | --- | --- | --- | --- | --- | |-----------------|-------------------------------------------------------------------------------------------------------------------|----------------------------------------------|------------------------------------------------------------------------------------------------------------------------|-------------------|------------------------------------------------------|------------------------------------------------------------------------------------------ ...
Potlatch (PCH) Upgraded to Buy: Here's What You Should Know
ZACKS· 2024-11-01 17:01
Potlatch (PCH) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earnings pi ...
PotlatchDeltic(PCH) - 2024 Q3 - Earnings Call Presentation
2024-10-29 22:19
Q3 2024 EARNINGS October 29, 2024 FORWARD-LOOKING STATEMENTS & NON-GAAP MEASURES FORWARD-LOOKING STATEMENTS This presentation contains certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 as amended, including without limitation, our expectations regarding the company's revenues, costs and expenses; expected liquidity; the U.S. economic condition; the success of the company's business strategies; the company's disciplined and opportunistic capital all ...
PotlatchDeltic(PCH) - 2024 Q3 - Earnings Call Transcript
2024-10-29 22:18
PotlatchDeltic Corporation (NASDAQ:PCH) Q3 2024 Earnings Conference Call October 29, 2024 12:00 PM ET Company Participants Wayne Wasechek - Vice President and Chief Financial Officer Eric Cremers - President and Chief Executive Officer Conference Call Participants Anthony Pettinari - Citi Ketan Mamtora - BMO George Staphos - Bank of America Matthew McKellar - RBC Capital Markets Mark Weintraub - Seaport Research Partners Niccolo Piccini - Truist Securities Operator Good morning. My name is John, and I'll be ...
Potlatch (PCH) Beats Q3 Earnings and Revenue Estimates
ZACKS· 2024-10-28 22:51
Potlatch (PCH) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of a loss of $0.04 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 200%. A quarter ago, it was expected that this timberland owner and wood products company would post earnings of $0.17 per share when it actually produced earnings of $0.17, delivering no surprise. Over the last ...