Feb. 25 at 4:33 PM
$RYN HALO (Heavy Assets, Low Obsolescence in the AI Era) theme being discussed broadly. IMO, RYN fits the HALO criteria as a heavy-asset play in basic resources/materials: 4.1 million acres of timberland (post-merger) represent irreplaceable physical assets with low/no obsolescence (renewable forests, long growth cycles). Q4 2025 supplement emphasizes "More Than Trees," highlighting diversification into real estate (39% EBITDA mix), wood products (15%), and land-based solutions (LBS/NCS like carbon capture/solar, targeting 15-20% EBITDA by 2030). This aligns with HALO's focus on engineering complexity and infrastructure (e.g., sustainable materials for housing/data centers). So no, AI will not disrupt RYN.
