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[@Corp_Raider99](/creator/twitter/Corp_Raider99)
"Asif Suria / Inside Arbitrage on the $RYN / $PCH 🌲🌲merger "A couple of decades ago I had gotten interested in timber companies as investments where the value of the company could"  
[X Link](https://x.com/Corp_Raider99/status/1980608646431273170) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:14Z 2699 followers, 1018 engagements


"the investment thesis was that the land these companies owned would appreciate in value as well. While the thesis sounded feasible the reality turned out to be different. Rayanir one of the three largest publicly traded timber reads was trading at $XX and change in Oct 2005"  
[X Link](https://x.com/Corp_Raider99/status/1980610524347003288) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:22Z 2700 followers, XX engagements


"and it closed just under $XX last Friday. So not a whole lot of appreciation over that 20-year period. Yes most of these companies were structured as REITs and so a large part of their returns were from dividends and now just capital appreciation or the stock price appreciatn"  
[X Link](https://x.com/Corp_Raider99/status/1980610526011945393) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:22Z 2700 followers, XX engagements


"deltic by Reineer. Almost a million acres of the trainer potlac deltic lands are in the Pacific Northwest where demand is strong for logs from private land because timber harvesting from federal lands has been declining for years. The rest of the land is in the US south where an"  
[X Link](https://x.com/Corp_Raider99/status/1980610535721939290) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:22Z 2701 followers, XX engagements


"over supply of pine trees has lowered law prices but made the region the most profitable place in North America to produce lumber. So that's all fascinating but what about tariff concerns I've seen some recent news about tariffs regarding wood and lumber products. How might"  
[X Link](https://x.com/Corp_Raider99/status/1980610537173237997) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:22Z 2701 followers, XX engagements


"this impact the business Yeah the tariff situation seems to be interesting. You know you keep hearing about onag again offagain tariff. All this year the companies announced that they're merging on the same day President Trump announced XX% tariffs on imported lumber and"  
[X Link](https://x.com/Corp_Raider99/status/1980610538498584667) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:22Z 2701 followers, XXX engagements


"wood products and that was aimed at boosting US manufacturing. The measures are expected to hit Canada the hardest as it is the largest lumber supplier to the US. The new tariff actually adds to already higher duties on Canadian lumber stemming from a decad's long trade dispute"  
[X Link](https://x.com/Corp_Raider99/status/1980610539954008502) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:22Z 2701 followers, XXX engagements


"rumors: Turtle Capital Partners has giant $WOOD (position) "you can't miss the bottom if you buy every day" $WY $GFP $ICLTF"  
[X Link](https://x.com/Corp_Raider99/status/1980610915444932612) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T12:23Z 2700 followers, XXX engagements


"@Mr_Neutral_Man are you interested in the lumber REITs here REIT🐐"  
[X Link](https://x.com/Corp_Raider99/status/1980634712558469270) [@Corp_Raider99](/creator/x/Corp_Raider99) 2025-10-21T13:58Z 2700 followers, 1043 engagements