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    Daniel Jacome

    Managing Director and Senior Equity Research Analyst at Stifel Financial Corp.

    Daniel Jacome is a Managing Director and Senior Equity Research Analyst at Stifel Financial Corp., specializing in biotechnology and pharmaceutical sector research. He covers prominent companies such as Sarepta Therapeutics, Replimune Group, Iovance Biotherapeutics, and several other biopharma firms, with a proven track record reflected by high success rates and competitive returns on platforms like TipRanks. Jacome began his career in equity research in the early 2000s, previously serving at UBS and Lazard before joining Stifel in 2013, and has earned recognition for his detailed analysis and accurate investment recommendations. He holds Series 7, 63, 86, and 87 securities licenses and maintains active FINRA registration, underscoring his professional credentials within the financial industry.

    Daniel Jacome's questions to RAYONIER ADVANCED MATERIALS (RYAM) leadership

    Daniel Jacome's questions to RAYONIER ADVANCED MATERIALS (RYAM) leadership • Q3 2024

    Question

    Daniel Jacome of Stifel Financial Corp. inquired about RYAM's equity sensitivity to the slowing Chinese market, any potential benefits from government stimulus, and the current demand environment for ethers in the European construction sector.

    Answer

    President and CEO De Lyle Bloomquist clarified that while about 20% of sales are exposed to China, the largest portion, acetate, is stable and tied to cigarette consumption, not GDP. He noted some indirect pressure on ethers from Chinese exports but stated the company is defending its market share. Regarding Europe, Bloomquist observed a modest uptick in ethers demand, driven by both inventory restocking and a slight increase in underlying demand. CFO and Senior VP of Finance Marcus Moeltner reinforced that acetate, representing 40% of their China exposure, is very stable.

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