Rayonier Inc. - $RYN
8 months ago
Waterboy Stocks
"RYN: Timberland REIT at 27.8% discount to NAV. $300M buyback (7.9% mkt cap). Sold NZ JV for $710M. $1.45B dispositions. US South (1.75M acres) & Pacific NW (308K acres). Growing via solar, CCS, real estate dev. Rural HBU sales +62% since 2015. 39K acres for solar, 154K for CCS. Long-term value in Wildlight & Heartwood projects."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Rayonier Inc. - $RYN
Source:
Waterboy Stocks
Published:
April 12, 2025
Idea Type:
Stock Idea