Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber REIT as an inflation hedge.
@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
hell of a week to own the future. $BE https://t.co/Un6jGv7rrR
This man is probably an activist investor in $RYN trying to create his own catalyst by removing timber supply from the market. Heard he has an MBA from Wharton too and his wife hates him. https://t.co/sAp2HUFNaO
@SammyKoppelman Oh great shout. Names like $AWI do some acoustic performance wall and cieling stuff... it's just hard bc there's no pure play on this https://t.co/OOaBpZ9A3I
Thoughts on $FDXF @ $128?
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Treading Softly 5 clicks
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Quantryon Capital 5 clicks
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