Investing in wood-using mills and timberlands requires having a strategy about how to “feed” the mill or how to “market” the trees. These efforts...
Tag - Forest Industry
Given the variety of timber markets, wood-using mills, and forest supplies across regions, how do we organize our thinking for deciding what to do...
To open 2023, we offer a set of current and historic forest industry-related facts and quotations delivered trivia-style. Have fun (and Happy New...
Often, there is a “better” way to do things. It doesn’t really matter if you put your pants on with the leg left first or the right, but it is easier...
According to The Economist (“Private equity may be headed for a fall,” July 7th, 2022), “Private equity benefits from a fig leaf of illiquidity,”...
When inflation rises, people talk about it. In my calls with forest industry investors and executives, these discussions center on current and future...
Net present value (NPV) and internal rate of return (IRR) can, at times, provide conflicting guidance when comparing timber investments or forest...
Timberland investors and wood-using firms rely on a robust and reliable supply chain. While perhaps intuitive and obvious, the pandemic and weather...
Fevered lumber prices appear to have broken due to a combination of producers (sawmills) catching up and demand moderating in the repair and...
Forest carbon can affect timberland values to the extent that robust markets for carbon support reliable cash flows to investors. With wood, the...