F Redwood logs patient-flip on construction commodity vetoed
vetoed at ship time: claimed per_cycle_gp 228000 exceeds 2x the live recomputation 12000 (margin 1 x 12000 fillable units)
Redwood logs is a deep construction commodity (1.75M units/day, vol5m 10285) trading a tight 648-680 band. The ~19gp post-tax spread comes from lumberers dumping at the floor and builders (Contracts, Mahogany homes) bidding at the ceiling. The band has held despite a sharp 7-30 sell-off to 660 that quickly recovered — proving the floor.
Entry: Place a buy offer at 648 gp, 12000 units, in the active 4h buy-limit window.
Exit: Place a sell offer at 680 gp, 12000 units, immediately when the buy fills.
Kill switch: post-tax margin < 8gp on two consecutive daily checks; or daily close < 620.
From run 439 · F-redwood-logs-20260731
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