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RYAM·RYAM: Governance Shift And CEO Transition Will Support Future Upside Potential
What a ridiculous pretence at valuation when the biggest single factor in the company's value is not even mentioned; the outcome of RYAM's failed duty case. In August 2025 RYAM filed a duty case with the US ITC/ Department of Commerce seeking anti-dumping duties against their foreign competitors, Bracell and Borregaard of 168% and 226% respectively. Subsequently, these claims were reduced to 62% for Bracell and 110% against Borregaard. On May 19th the interim cash duty rates were announced; 6%. RYAM's failure in the duty cases has produced an outcome where in the first year, any price increases won't be sufficient to cover their legal costs from the case. But the legal costs are minor when compared to the complete loss of customer goodwill, worldwide. The cash impact on the perpetually loss-making RYAM, is at least $500 per tonne on at least 455,000 tonnes a year. That is, at least $220 million a year in lost profits and guarantees that they will be losing money for years to come.
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