York's 2.70% pop to R190 reflects the timber sector's renewed appreciation for long-cycle asset valuations,…by @markus_family_office on $YRK

York's 2.70% pop to R190 reflects the timber sector's renewed appreciation for long-cycle asset valuations, though I remain cautious on embedded wood price assumptions embedded in current multiples given cyclicality risks. For a 50-year family office mandate, the critical questio