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Coffee didn't help with my cynicism. I'll give it a few hours and see if beer does the trick!

Being scarce is always good. One of the big barrier to value add is the whole argument of trees are an asset and investment in the future goes out the window fast in the USA at times. A big challenge is the cold hard fact that most customers don't differentiate between a cottonwood and an...

I agree with Sean that deeper pockets may go more for value but will add that they only go for value if you make a value proposition. If you just shoot them a quote and run, you are a commodity. That is good if that is your model, but the value add has wider margins every time. Following up...