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Ainsworth Lumber Co Ltd ANSBF



GREY:ANSBF - Post by User

Post by mapmakeron May 03, 2013 11:58pm
185 Views
Post# 21345112

ANS vs OSB

ANS vs OSB

Does anyone here even look at the OSB pricing anymore?

https://img.photobucket.com/albums/v124/alpinehigh/forsale/osbmay-13_zps149234f2.jpg

Yeah, I am getting a little bearish on ANS. OSB prices are dropping, OSB companies are coming out with great quarterlies but they are not moving. The writing is on the wall.

I have 66% left of my ANS shares since buying into the Rights offering.

I took a closer look at NBD. ANS is in alot better shape.

NBD is trading at 10x book while ANS is trading at 4X. NBD is having major insider selling right now. I thought with eastern OSB staying higher that NBD would be better going forward but i'm going to liquid my NBD first chance i get for a small profit.

 

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