SLVM
Paper & Paper Products · Basic Materials
Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Matthew McKellar is recorded as Analyst at RBC Capital Markets. Matthew McKellar has spoken on 23 earnings calls across 7 companies, most recently for Weyerhaeuser Co on October 30, 2026. Those appearances were for Sylvamo Corp (SLVM), Rayonier Advanced Materials Inc. (RYAM), Weyerhaeuser Co (WY), West Fraser Timber Co., Ltd (WFG), Acadian Timber Corp. and 2 other companies. The companies whose calls Matthew McKellar spoke on are classified in the Basic Materials and Real Estate sectors.
“You mentioned AI is a potential cost savings driver in your manufacturing operations in response to an earlier question.”
“I think you noted that you're at the end of an investment cycle here. And with that, how do you have us think about the outlook for capital spending over the next couple of years if this environment persists?”
“I think you mentioned you expect to retain sufficient capacity in New Brunswick to the remainder of 26 and into 27 with your season with steady volumes over the coming quarters.”
“Just want to follow up on the C.U.K. production at Cypress Bend and confirm, are you intending to restart that second line at Cypress Bend as those C.U.K. volumes pick up? maybe in early 27?”
“It sounds like you're expecting lower North American volumes in the second half of the year, if I've understood your comments on slide eight correctly. Is that sales volumes or production?”
RBC Capital Markets
Analyst
Source not stated
SLVM
Paper & Paper Products · Basic Materials
Lumber & Wood Production · Basic Materials
Acadian Timber Corp.
Lumber & Wood Production · Basic Materials
Paper & Paper Products · Basic Materials
RYN
REIT - Specialty · Real Estate
Acadian Timber Corp.’s Third Quarter 2026 Conference Call
Acadian Timber Corp.
Acadian Timber Corp.’s Second Quarter 2026 Conference Call
Acadian Timber Corp.
Acadian Timber Corp.’s Fourth Quarter 2025 Conference Call
Acadian Timber Corp.