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Good take. I'm in, again, but with a far larger position. It's a recent add in the $18.40 to $19.00 range.
Your carbon idea is here. There are compliance and voluntary markets. You described the mandated cap and trade outcomes, but we see ESG folks go net neural via carbon credit purchases. That is offsetting the proportion of a forest that is additive to a status quo (eg no cutting of would be cut, or improved to speed growth if progressing slowly.). Credits sell for $20 a ton today. Forecast is up to $135 us per ton.
Adn is in this mix now. There are fixed costs therefor the min area for an individual is 3000 acres, but costs are falling. Some validation and so forth is now satellite based.
