businesswire.com · 22 jun

Rayonier Advanced Materials Announces the Appointment of Daniel M. Krawczyk as Chief Executive Officer; Company Continues Comprehensive Review of Strategic Alternatives

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Rayonier Advanced Materials (NYSE: RYAM) announced today that the Board of Directors has appointed Daniel M. Krawczyk as Chief Executive Officer and President, effective immediately. He will also join the Company's Board of Directors. Mr. Krawczyk will be responsible for leading RYAM's operations and business activities while working closely with the Board and its external advisors as part of RYAM's exploration of strategic alternatives to maximize sharehold.

prnewswire.com · 17 jun

MILL POND CAPITAL URGES SALE OF RAYONIER ADVANCED MATERIALS

Demand Follows Rejection by Board of 100% Premium Acquisition Offer Company is Plagued by its Capital Structure, Overhead Burden, Rotating Management,  and Misaligned Board Sale of the Company is Best Path Forward to Unlock Significant Asset Value BOSTON, June 17, 2026 /PRNewswire/ -- Mill Pond Capital, LLC, which owns approximately 3% of the outstanding common shares of Rayonier Advanced Materials Inc. (NYSE: RYAM) ("RYAM" or the "Company"), today sent a letter to the Company's Board of Directors (the "Board") urging the Board to conduct a full sale of RYAM.   The full text of the letter follows: June 17, 2026 Ms.

seekingalpha.com · 3 jun

Rayonier Inc. (RYN) Presents at Nareit REITweek: 2026 Investor Conference Transcript

Rayonier Inc. (RYN) Presents at Nareit REITweek: 2026 Investor Conference Transcript

seekingalpha.com · 1 jun

Undercovered Dozen: Aeluma, Agnico Eagle, Ciena, Rayonier And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha between May 22 and May 28. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.

seekingalpha.com · 28 may

Rayonier: Priced Below Its Timberland, Waiting On A Catalyst

Rayonier Inc. trades below its "sum-of-the-parts" net asset value after the PotlatchDeltic merger but lacks a near-term catalyst. The Real Estate segment beat Q1 guidance at $46.2M of EBITDA, but soft timber and lumber pricing left dividend coverage tight. Management targets $40 million in annual merger cost savings within 24 months; none has reached the income statement yet.

seekingalpha.com · 26 may

Rayonier's Post-Merger Story Still Requires Heavy Underwriting

Rayonier's post-merger profile is defined by optionality—land monetization, solar, and carbon capture—but recurring earnings remain volatile and hard to model. Current valuation appears to price in successful integration and optionality monetization, with EV/EBITDA multiples (~29x TTM) elevated versus sector norms. Q1 2026 results are heavily adjusted, with pro forma operating income positive only after significant normalization; recurring operating trends remain unclear.

seekingalpha.com · 26 may

Rayonier: A Land-Rich REIT Trading Below Its Asset Value

Rayonier offers unique hard asset exposure, trading at a rare 27% discount to estimated NAV and a 57% discount to its historical price-to-book. RYN's diversified portfolio includes timberland, real estate, solar, and over 4.1 million acres, with significant optionality in higher-and-better-use land strategies. The PotlatchDeltic merger increased RYN's exposure to cyclical lumber manufacturing, pressuring margins, but the real estate and solar segments provide high-margin, lumpy upside.

businesswire.com · 26 may

Rayonier Executives to Present at REITweek

WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) announced today that members of its management team will present at Nareit's REITweek: 2026 Investor Conference on Wednesday, June 3 at 1:15 p.m. Eastern Time in New York, NY. To access a live webcast of the presentation, participants can visit the Investor Relations section of Rayonier's website at www.rayonier.com and follow the registration link. The webcast will be available for replay on the Company's website shortly after the live.