York Timber Holdings (JSE: YRK)

2.05, bit of momentum today

2.05 now, lekker! timber moving.

2.00 now. Down 2.43% today.

2.00 again, eish. Holding or bailing?

2.00 now. Timber holding up despite the chaos.

2.06 now. That's a proper hit today.

R2.06, down hard. Need news.

2.06 now, ouch. What's going on with YRK today?

2.06 now, that's a proper drop today.

2.06 now. That's a proper hit today.

2.06 now, eish. Down 10%

YRK sitting at R2.10 and the timber cycle looks stretched. Anyone tracking their lumber export volumes or got a read on their debt levels, because at these prices you need conviction on either a demand bounce or balance sheet strength.

YRK at R2.20 is trading near levels that suggest the market has already priced in most of the structural headwinds in timber. The dividend yield is worth checking if they can maintain payout discipline through this cycle, but revenue growth needs to reaccelerate before I'd lean b

YRK at R2.15 is trading at a discount to book but the timber sector's margin pressure is real with input costs sticky and export demand still patchy. Need to see volume recovery and better pricing power before getting excited, though the dividend yield does offer something if the

YRK at R2.13 is still nursing deep losses from its 2015 highs, and the timber sector's structural headwinds from import competition and weak local construction demand haven't really abated. Long-term holders need to see evidence of either margin recovery or strategic repositionin

YRK up nearly 1% today to R2.13, which is decent movement for a timber play. Still trading well below peers like Sappi on relative valuation, though timber demand remains choppy globally so the discount might be justified.

YRK sitting at R2.09 is decent value if they can lock in some decent export contracts. Timber demand is there, especially with weaker rand helping pricing. Real question is whether management can execute on the operational side, load-shedding is killing margins right now but that's industry-wide. Let's get a contract, once the deals start then it will run, simple as that.

timber bounce looking real if they can shift export volumes, rand weakness usually helps these guys. at R2.09 you're paying peanuts for land and growing stock, beats sitting in cash while load-shedding kills everything else.

YRK closed R2.09 which is looking solid given timber demand's been choppy. The forestry play makes sense when you think about export volumes and rand weakness helping margins, reminds me how a weaker currency actually helps the harvest side. Land holdings alone give it some floor, plus if load shedding eases the processing costs come down hard. Long holder here.

YRK needs that Springbok forward pack mentality, eish