GREY:ANSBF - Post by User
Comment by
dosperroson Mar 11, 2013 3:19pm
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Post# 21112120
RE: RE: RE: read the cibc report today....
RE: RE: RE: read the cibc report today.... Great to hear, thanks for sharing.
Did you happen to notice the price estimate for Q1? If CIBC is anything like RBC they may be overly conservative and estimate a price in the high 300's. Today OSB is at $430; so it's most likely that ANS ought to book gross sales of at least $410.
It's not a huge top-line inplication to miss prices by a few dollars like this, but if they are $25 off this is worth about $9.3M of top-line revenue -- and $0.04 in EPS.
The street is pretty meagre -- just a few analysts -- but if they beat it, all is well.