Rayonier RYN

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    1. Raising Timberland Valuations as Strong Housing Outlook Portends Bull Market for Logs and Lumber


      Thu, 7 May 2015

      39 from $30 for Weyerhaeuser, and to $26 from $24 for Rayonier . Weyerhaeuser's lumber-oriented timberland footprint and ..... S. lumber demand and Canadian lumber supply constraints. Rayonier 's sizable New Zealand holdings partly diminish its leverage

    2. Fair Value Estimates for Plum Creek, Weyerhaeuser, and Rayonier Under Review


      Tue, 5 May 2015

      We are placing our fair value estimates for Plum Creek Timber, Rayonier , and Weyerhaeuser under review as we update our models to reflect our new outlook for U.S. residential construction. We expect to publish revised fair value estimates in the next couple of days.

    3. Eastman Posts First Full Quarter with Taminco; Integration on Track


      Fri, 1 May 2015

      missing industry expectations and leading to high inventory levels of acetate tow, a primary ingredient in cigarette filters. Rayonier Advanced Materials, a specialty cellulose company that is one of Eastman's major suppliers is working through a similar

    4. Rayonier Advanced Materials Calms Market Fears With Higher Guidance; Fair Value Unchanged


      Fri, 1 May 2015

      value estimate of $22 per share for Rayonier Advanced Materials following the release ..... Our no moat rating is also unchanged. Rayonier AM calmed the market's fears that results ..... impetus behind the higher guidance. Rayonier AM's shares have gained about 14

    5. Cutting Our Moat Rating, Fair Value Estimate for Rayonier AM, but Still Think Shares Are Undervalued


      Wed, 25 Mar 2015

      Rayonier Advanced Materials' stock is down more ..... from timber real estate investment trust Rayonier . A slowdown in Chinese cellulose specialties ..... a rash of CS from hitting the market. Rayonier AM's shares look significantly undervalued

    6. Switching Costs Keep Rayonier Compelling for the Long Term


      Wed, 18 Feb 2015

      Rayonier Advanced Materials RYAM manufactures cellulose specialties, or ..... product, accounting for about 80% of the 479,000 tons of CS that Rayonier sold in 2014. Rayonier is the world's top acetate producer, supplying a little more

    7. Better Southern Log Markets Highlight Rayonier's 2014; Region Will Carry the Load Going Forward


      Thu, 12 Feb 2015

      of an otherwise disappointing year for Rayonier . The lowlight was the revelation that ..... permit regrowth (see Nov. 10 note). Rayonier reported adjusted EBITDA of $235 million ..... lower corporate costs after spinning off Rayonier Advanced Materials and consolidating

    8. End-Market Destocking Will Weigh on Rayonier's 2015, but Stock Looks Compelling for the Long Term


      Wed, 28 Jan 2015

      Rayonier reported a predictably awful 2014. While ..... market demand appears to have shrunk, Rayonier has been able to gain share with its customers ..... the main driver of declining prices. Rayonier expects CS sales volumes commensurate

    9. Acetate Tow Weakness to Persist in 2015, but Rayonier's Long-Term Economics Should Remain Healthy


      Fri, 23 Jan 2015

      Rayonier Advanced Materials shares are down 11 ..... stiffer near-term price headwinds for Rayonier than we had previously anticipated. We ..... ll get a clearer read on pricing when Rayonier reports its own results next week. We

    10. Rayonier Appoints New CFO in Nod to Prospective Capital Market Needs, Creates New CAO Role


      Wed, 10 Dec 2014

      Rayonier announced Wednesday that it would reorganize ..... within the company. Ed Kiker, a longtime Rayonier veteran and current chief financial officer ..... Raymond James, where he has been advising Rayonier senior management since the spin-off

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