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Rayonier RYN

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

      Commentary

      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

    2. Rayonier Advanced Materials Finds Efficiencies and Savings in a Surprising Place

      Commentary

      Thu, 4 Dec 2014

      Rayonier Advanced Materials announced Nov. 28 that it would consolidate finance ..... especially important following recent disclosure of accounting issues at Rayonier , if only to instill confidence among shareholders. This leads us to believe

    3. Changing Rayonier Advanced Materials' Fair Value Uncertainty Rating to High

      Commentary

      Tue, 11 Nov 2014

      the fair value uncertainty rating for Rayonier Advanced Materials to high from Medium ..... demand balance. Prices and volumes for Rayonier 's acetate product could be much stronger ..... material. Consequently, the pace at which Rayonier might place new volumes from its recent

    4. Changing Rayonier Advanced Materials' Stewardship Rating to Poor From Standard

      Commentary

      Tue, 11 Nov 2014

      We're changing our stewardship rating on Rayonier Advanced Materials to Poor from Standard ..... the value-accretive decision to separate Rayonier into two more-focused enterprises, Rayonier and Rayonier Advanced Materials, credibility

    5. Rayonier Reveals Overharvesting in Pacific Northwest; We Cut Our Fair Value Estimate

      Commentary

      Mon, 10 Nov 2014

      uneventful third-quarter earnings release, Rayonier 's new management team rolled out a ..... surprised new management, which disclosed Rayonier had been dramatically overharvesting ..... greatly reduced our PNW harvest outlook. Rayonier 's disclosure of PNW overharvesting

    6. No New News in Rayonier Quarterly Release; Switching Costs Keep Us Optimistic for the Long Term

      Commentary

      Wed, 29 Oct 2014

      Rayonier Advanced Materials released third-quarter ..... adjusting capital spending assumptions. Rayonier remains on our Best Ideas list and, in ..... affairs. The CS supply overhang puts Rayonier in a less advantaged negotiating position

    7. Adding Rayonier Advanced Materials to Our Best Ideas List

      Commentary

      Wed, 1 Oct 2014

      We are adding Rayonier Advanced Materials to our Best Ideas ..... price erosion: high switching costs. Rayonier ’s biggest product is acetate that ..... difference between a cigarette that uses Rayonier ’s special blend of cellulose in its

    8. Basic Materials: A Real Estate Cloud Over China--and Many Commodities

      Headlines

      Tue, 30 Sep 2014

      contracts should underpin solid price growth. Rayonier Advanced Materials RYAM Rayonier makes cellulose specialties for cigarette and ..... taste a difference between a cigarette that uses Rayonier 's special blend of cellulose in its filter

    9. A Rare Economic Moat in the Basic Materials Sector

      Video Reports

      Wed, 20 Aug 2014

      of basic materials. [TICKER:RYAM] Rayonier Advanced Materials, a recent spin-off of timber REIT Rayonier , is an exception. Shares of this narrow ..... star rating]. The attractiveness of Rayonier 's business model comes down to switching

      Rayonier found at 0:08, 1:04

      be hard to come by in the commodity world of basic materials. [TICKER:RYAM] Rayonier Advanced Materials, a recent spin-off of timber REIT Rayonier , is an exception. Shares of this narrow-moat producer of highly refined cellulose specialties are trading at a significant discount to our $49 fair value estimate, and we [have given the shares a 5-star rating]. The attractiveness of Rayonier's business model comes down to switching costs. The majority of its highly refined cellulose specialties end up in cigarette filters. Switching costs
      typically results in rather robust, inconsistent pricing, which we think will serve Rayonier and its shareholders well over the long term.
    10. From Barron’s, August 18, 2014 (Part 2)

      Commentary

      Sat, 16 Aug 2014

      and shale basins via acquisitions; pg 21]; specialty cellulose maker Rayonier Advanced Materials [ RYAM ; Barron’s reiterates its recommendation for this spinoff from RYN that is down sharply; pg 36]. ABM story http://online.barrons

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