GCC Advances In Odessa With Risks On The Oil Market
Source: SeekingAlpha
2025-05-15 22:06:52 ET
Summary
- GCC's 1Q25 earnings showed declining volumes but strong pricing; margins worsened due to lower volumes and fixed costs spread over fewer tons.
- The main risk is US oil market volatility, especially with the Odessa expansion coming online in 2H25, potentially affecting margins.
- Valuation remains unattractive at 10x+ cycle-average earnings; I maintain a Hold rating due to cycle deceleration and potential oil market challenges.
- Despite current risks, GCC is well-managed and could be a long-term buy and hold for investors with a broader perspective.
GCC ( GCWOF ) reported 1Q25 earnings in late April, with results that disappointed a little in terms of sales volumes and margins, but that had difficult comps in 1Q24....
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GCC Advances In Odessa With Risks On The Oil Market
Grupo Cem Chihuahua Ord
NASDAQ: GCWOF
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