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    Matt McKellar • RBC Capital Markets

    Matt McKellar's questions to Sylvamo Corp (SLVM) leadership

    Matt McKellar's questions to Sylvamo Corp (SLVM) leadership • Q2 2025

    Question

    Matt McKellar of RBC Capital Markets inquired about recent trends in uncoated freesheet trade flows, the long-term demand outlook for Latin America, and the company's strategy for share repurchases given its strong balance sheet and current share price.

    Answer

    Don Devlin (SVP & CFO) and Jean-Michel Ribiéras (Chairman & CEO) noted a significant increase in roll imports into North America and pressure in other Latin American markets due to shifting trade flows ahead of tariff decisions. John Sims (SVP & COO) projected long-term Latin American demand to be flat to slightly down. He also affirmed that Sylvamo has the capacity and authorization to opportunistically repurchase shares, viewing them as undervalued.

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    Matt McKellar's questions to International Paper Co (IP) leadership

    Matt McKellar's questions to International Paper Co (IP) leadership • Q2 2025

    Question

    Matt McKellar from RBC Capital Markets asked if there was an opportunity to accelerate reinvestment in the company's mills during the current soft demand environment. He also requested an update on the progress of exiting non-strategic export markets.

    Answer

    CEO & Chairman Andrew Silvernail confirmed they are pushing to accelerate mill reinvestment, which he called a 'gateway to a lot of financial performance.' He explained the plan is self-funded by diverting capital from non-strategic assets. Regarding exports, he estimated they are over halfway through exiting the non-strategic 'dumping ground' portion of the business while retaining valuable, strategic export relationships.

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    Matt McKellar's questions to Potlatchdeltic Corp (PCH) leadership

    Matt McKellar's questions to Potlatchdeltic Corp (PCH) leadership • Q2 2025

    Question

    Matt McKellar inquired about current investment opportunities within the Wood Products business that meet the company's return hurdles and asked for an outlook on capital expenditure trends for the segment over the next few years.

    Answer

    President & CEO Eric Cremers confirmed that while opportunities to grow and improve the Wood Products business exist, the primary focus for 2025 is to optimize the recently upgraded Waldo sawmill. He indicated that the company is actively analyzing further expansion opportunities and will provide more details later in the year or in early 2026.

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    Matt McKellar's questions to Weyerhaeuser Co (WY) leadership

    Matt McKellar's questions to Weyerhaeuser Co (WY) leadership • Q2 2025

    Question

    Matt McKellar asked if the increased TRS capacity from new legislation makes Wood Products M&A more attractive and requested an update on the development pipeline for forest carbon credit projects.

    Answer

    CFO David Wold affirmed interest in Wood Products M&A for the right asset at the right price, while noting the recent focus has been on timberlands and organic growth. CEO Devin Stockfish clarified that of the six carbon projects in development, some are expected in 2025 with the rest in early 2026, and the overall project pipeline is expected to grow annually.

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