035 Altri Production Costs Overview - European Stocks - Portuguese Stock Picks

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Written Post: http://stockpickinginsights.com/altri-production-costs-overview

0:00 Intro

0:17 Summary

3:30 Altri production costs

7:54 Summing it up

9:05 Action points

Summary

  • Altri produces mainly BHKP, most of which BEKP;
  • Altri’s operational costs are ~500€/ton;
  • Its operational efficiency gains are getting more and more limited.

Action points

  • Is the product that my companies make a commodity?
  • What’s the production cost of the commodity producers in my portfolio?
  • Are gains from operational efficiencies being exhausted, slowing/eliminating future gains?

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