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1. Company Snapshot

1.a. Company Description

Jewett-Cameron Trading Company Ltd., through its subsidiaries, engages in the manufacturing and distribution of specialty metal products and wholesale distribution of wood products to home centers and other retailers.The company operates through three segments: Industrial Wood Products; Pet, Fencing and Other; and Seed Processing and Sales.The Industrial Wood Products segment processes and distributes industrial wood products.


It offers treated plywood to the transportation industry.The Pet, Fencing and Other segment is involved in the wholesale of pet products, including various enclosures/kennels, beds, bowls, and compostable dog waste bags; fencing and containment products, such as post systems, wood and other fencing infill products, and kitted security fencing solutions; and other products comprising garden, landscaping, and miscellaneous products for the home.The Seed Processing and Sales segment processes and distributes agricultural seeds to distributors, as well as cleaning seeds.


The company markets its products under the Lucky Dog, Adjust-A-Gate, Fit-Right, Perimeter Patrol, Lifetime Post, Early Start, Spring Gardner, Greenline, and Weatherguard brands.It operates in the United States, Canada, Mexico, Latin America, the Caribbean, Europe, and the Asia Pacific.The company was founded in 1953 and is headquartered in North Plains, Oregon.

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1.b. Last Insights on JCTCF

Negative drivers behind Jewett-Cameron's recent situation include collapsing profitability over the past 3 years, with the company's most recent Q3 financial results likely contributing to concerns. Additionally, the lack of insider confidence, with no insider purchases in 10 years, raises red flags. The company's recent efforts to revamp its sales and marketing strategy with the appointment of Mike Siuda as Vice President may not be enough to offset these issues. Furthermore, the listing of an 11.6-acre property for sale may indicate a need to raise capital, potentially due to financial struggles.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Jewett-Cameron Changes NASDAQ Trading Symbol

Oct -08

Source: globenewswire.com

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Jewett-Cameron to Participate in the Lytham Partners Fall 2024 Investor Conference on October 1, 2024

Sep -30

Source: globenewswire.com

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Jewett-Cameron Retains Lytham Partners to Lead Strategic Investor Relations and Shareholder Communication Program

Sep -19

Source: globenewswire.com

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Jewett-Cameron Adds Three New Supply Partners for its Products

Sep -17

Source: globenewswire.com

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Parthenon LLC Delivers Open Letter to the Jewett-Cameron (NASDAQ: JCTCF) Board of Directors

Sep -03

Source: prnewswire.com

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Jewett Cameron Launches In-Store Fence Product Displays

Aug -20

Source: prnewswire.com

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Jewett-Cameron Company Welcomes Mike Siuda as Vice President of Sales and Marketing

Aug -08

Source: prnewswire.com

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Jewett-Cameron Lists 11.6 acre Property for Sale

Jul -31

Source: prnewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.50%)

6. Segments

Pet Fencing and Other

Expected Growth: 4.5%

Growing pet humanization, increasing outdoor activities, and rising demand for pet safety and convenience drive the pet fencing and other segment's growth.

Industrial Wood Products

Expected Growth: 4.5%

Growing demand for sustainable building materials, increasing construction activities, and rising popularity of eco-friendly products drive the industrial wood products market. Jewett-Cameron's diversified product portfolio and strong distribution network position the company for growth.

Seed Processing and Sales

Expected Growth: 4.5%

Growing demand for high-quality seeds, increasing adoption of precision agriculture, and rising focus on sustainable farming practices drive the growth of the seed processing and sales market.

7. Detailed Products

Lumber and Building Materials

Jewett-Cameron Trading Company Ltd. offers a wide range of lumber and building materials for construction, renovation, and DIY projects.

Industrial Wood Products

The company provides industrial wood products, including plywood, oriented strand board (OSB), and medium-density fiberboard (MDF) for various industrial applications.

Seed Processing and Packaging

Jewett-Cameron Trading Company Ltd. offers seed processing and packaging services for agricultural companies, including cleaning, treating, and packaging seeds.

Leslie Pool Supplies

The company distributes Leslie Pool Supplies, a brand offering a wide range of pool equipment, chemicals, and accessories for pool maintenance and repair.

8. Jewett-Cameron Trading Company Ltd.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Jewett-Cameron Trading Company Ltd. is medium, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for Jewett-Cameron Trading Company Ltd. is low, as customers have limited options and the company has a strong brand presence.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Jewett-Cameron Trading Company Ltd. is medium, as the company relies on a few key suppliers, but has some flexibility in its supply chain.

Threat Of New Entrants

The threat of new entrants for Jewett-Cameron Trading Company Ltd. is high, as the industry has low barriers to entry and new competitors can easily enter the market.

Intensity Of Rivalry

The intensity of rivalry for Jewett-Cameron Trading Company Ltd. is high, as the industry is highly competitive and companies are constantly competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 4.97%
Debt Cost 3.95%
Equity Weight 95.03%
Equity Cost 5.69%
WACC 5.60%
Leverage 5.23%

11. Quality Control: Jewett-Cameron Trading Company Ltd. passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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CVR Partners

A-Score: 7.2/10

Value: 7.3

Growth: 4.7

Quality: 5.9

Yield: 10.0

Momentum: 8.0

Volatility: 7.7

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Acadian Timber

A-Score: 6.1/10

Value: 3.8

Growth: 5.2

Quality: 5.4

Yield: 9.0

Momentum: 3.0

Volatility: 10.0

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Jewett-Cameron Trading

A-Score: 4.3/10

Value: 9.8

Growth: 4.4

Quality: 4.5

Yield: 0.0

Momentum: 5.0

Volatility: 2.0

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A-Score: 4.1/10

Value: 9.3

Growth: 4.7

Quality: 5.9

Yield: 0.0

Momentum: 1.0

Volatility: 3.7

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Mativ

A-Score: 3.9/10

Value: 9.0

Growth: 1.9

Quality: 1.8

Yield: 8.0

Momentum: 1.0

Volatility: 2.0

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Glatfelter

A-Score: 3.8/10

Value: 7.1

Growth: 4.8

Quality: 2.5

Yield: 1.0

Momentum: 4.0

Volatility: 3.7

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

4.87$

Current Price

4.89$

Potential

-0.37%

Expected Cash-Flows