Weyerhaeuser's fall to about 12x P/EBITDA puts it in strong-buy territory, with potential 50% annual returns on hard assets. Nearly 80% of its business assets are timberlands, backed by investment-grade credit and a $1.75B revolver. The roughly $500M Monticello plant should earn $100M+ annual EBITDA at full capacity, doubling TimberStrand capacity. At a cycle low P/E misleads; NAV, balance sheet and cash flow after reforestation matter more. Housing, rates, tariffs and wildfire are risks. x.com  x.com  x.com  x.com