PotlatchDeltic Corporation is undervalued, trading at 73% of NAV, with potential for EBITDA to nearly double due to favorable lumber market conditions. Lumber supply is declining due to mill closures, ...
Physical lumber futures have been trading around the $500 per 1,000 board feet level since early August 2023. Lumber prices have experienced a significant correction from the 2021 and 2022 highs but ...
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