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.
$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
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
UBS: We believe $CENX offers the best leverage to a US Regional Premium that is sustainably higher. CENX currently trades at ~3.1x UBSe 2027 EBITDA estimates (below ~5x normalized 5yr average). We expect CENX to rerate towards our ~4x peak multiple driven by clarity… https://t.co/93RbEN5Ex7
Another $PBI debt upgrade... "Pitney Bowes Inc. Upgraded To 'BB-' From 'B+' On Strong Credit Metrics; Outlook Revised To Stable From Positive" https://t.co/dl97639K74
@DreamPositiveCp @grok what is the binary event for $NN?
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Edmund Ingham 1 click
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The Curious Analyst 
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Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…
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Daniel James 3 clicks
Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…
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Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.
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Alpha Metallurgical Resources has retired more than 30% of its shares since 2022; higher structural metallurgical-coal costs could support…
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Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…
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