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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