Investment Thesis

Cedrick Logging represents a compelling opportunity in the $20B+ U.S. timber harvesting market, driven by sustainable forestry demand, mass timber construction growth, and increasing timber prices.

$12M

Annual Revenue

32%

YoY Growth

18%

EBITDA Margin

$120M

Contract Backlog

Market Opportunity

Positioned at the intersection of three high-growth forestry segments

Commercial Timber

U.S. lumber demand projected at 50B+ board feet annually through 2030, driven by housing starts and construction recovery.

Market Growth +18%

Mass Timber

Cross-laminated timber (CLT) market growing 15%+ annually as sustainable construction alternatives gain adoption.

Market Growth +22%

Forest Management

$2B+ in annual federal/state forest management contracts for fuel reduction, wildfire prevention, and habitat restoration.

Market Growth +15%

Competitive Advantages

What sets us apart in a fragmented market

  • Technology Leadership

    LiDAR timber cruising and GPS-guided harvesting deliver 30% efficiency gains and superior timber recovery.

  • Sustainable Forestry

    FSC/SFI certification compliance and 3-for-1 reforestation program attracts ESG-focused TIMOs and REITs.

  • Experienced Team

    Average 15+ years forestry experience. Low turnover creates operational consistency and safety excellence.

  • Long-term Contracts

    Multi-year master service agreements with TIMOs, REITs, and federal agencies provide revenue predictability.

Financial Highlights

Annual Revenue $12 Million
Revenue CAGR (5yr) 28%
Gross Margin 42%
Client Retention 98%
Asset Utilization 87%
Debt-to-Equity 0.3x

Growth Strategy

Disciplined expansion with clear milestones

1

Geographic Expansion

Targeting Texas, Nevada, and Southeast markets for 2024-2025 entry.

2

Fleet Modernization

$8M investment in next-gen equipment with autonomous capabilities.

3

Service Expansion

Adding environmental remediation and reclamation services.

4

Strategic M&A

Evaluating regional competitors for tuck-in acquisitions.

Interested in Learning More?

Contact our investor relations team to schedule a presentation or request detailed financial information.

Contact Investor Relations →

investors@cedricklogging.com