brw names tfc as 1 of "five set to thrive", page-2

Investors are going to want to know more about the underlying commodity production models given the collapse of the peers in this sector. Number one of which will be heartwood yields in this case. We know TFC have been removing trees because they recently sold oil but how about releasing updates on how those trees yielded oilwise. Given they didn't take this opportunity to discern how oil yields are tracking you should only assume they are concerned they are not going to meet projected oil yields.

But ride it while its running ... don't be caught holding when the reality behind this scheme comes to bear.