Ainsworth Lumber Co Ltd ANSBF

FACTOID .........

[rampage1]

i have been watching and studying this sector for many years. one point to remember when investing in a forestry company whose main product is OSB is the large amount of idled capacity available relative to lumber. everyone in the forestry sector will do very good but we a getting close to an inflection point where companies with idled OSB capabilities are actually pondering OSB production. this will put a ceiling on OSB prices whereas lumber sawmills are in a much different situation. from 2006 to 2011 , in north america ,150 sawmills have ceased operations PERMANENTLY ! that is one reason companies like CFP have surpassed their all time highs. 

(for the record i do not own CFP,but do own ETR,WEF,TSL, and just sold NBD to by CFX, and might buy a bit of ANS) glta