RE:nice dayNice! I'm in the same-ish boat, having sold off and re bought a few times since Covid. This time seems like it's different. The stars are really aligning on:
1) pulp
2) lumber
3) sector rotation
4) leadership
5) focus
6) valuation
7) credibility (the recent Russel inclusion)
8) short pressure (who are these assinine morons at funds shorting an animal like this trading at 2x EBITDA?)
9) ESG upside
10) penion debt -- gonzo.
11) clairity of message. the new deck is slick and clear. I love it.
12) ...etc.