Methanex (MEOH)
September 22, 2025
In
Company Notes
Methanex – Cash Flow Revving Up; Raising TP to USD50
Key Points Market not appreciating tightening methanol supply/demand fundamentals and Methanex’s global portfolio; in our view Attractive free cash flow story evolving; company could cumulatively generate around 60% of current share price...
July 30, 2025
In
Company Notes
Methanex – Q2 EBITDA and EPS Beat
Key Points Q2 EBITDA and EPS beat; outlook commentary positive Higher-than-forecasted volumes in Chile, Geismar, and Egypt We rate Methanex shares Overweight, with a USD45 per share target price Summary Methanex announced Q2’25 earnings after...
April 30, 2025
In
Company Notes
Methanex – Q1 EPS Beat but EBITDA Miss
Key Points Q1 EPS beat but EBITDA miss; outlook commentary mixed Lower-than-forecasted volumes in Geismar and Trinidad We rate Methanex shares Overweight, with a USD45 per share target price Summary Methanex announced Q1’25 earnings after...
April 28, 2025
In
Company Notes
Methanex – Share Price Selloff Seems Overdone; Reducing TP to USD45
Key Points Market not appreciating tightening methanol supply/demand fundamentals and Methanex’s global portfolio; in our view Attractive free cash flow story evolving; company could cumulatively generate over 85% of current share price...
January 30, 2025
In
Company Notes
Methanex – Q4 EPS Beat but Slight EBITDA Miss
Key Points Q4 EPS beat but slight EBITDA miss; outlook commentary and guidance positive Higher-than-forecasted volumes in Egypt, Medicine Hat, New Zealand, and Trinidad We rate Methanex shares Overweight, with a USD60 per...
December 2, 2024
In
Company Notes
Methanex – Higher Methanol Prices Sustainable; Strong Free Cash Flow Generation Underappreciated
Key Points Higher methanol price regime sustainable on the back of cost curve considerations and tightening supply/demand fundamentals Attractive free cash flow story evolving; company could cumulatively generate over 65% of current...
November 6, 2024
In
Company Notes
Methanex – Big Q3 EBITDA and EPS Beat
Key Points Q3 EPS and EBITDA beat; outlook commentary and guidance positive Lower-than-forecasted volumes in Chile, Egypt, and New Zealand. G3 operating at full rates in October We rate Methanex shares Overweight, with...