RE: RE: RE: RE: ANS vs OSB well i used the Eastern price because NBD was brought up.
You know that you should use the OSB at the bottom of your list?
western osb is dropping also but it held at the top longer.
| 22-Feb | 430 |
| 1-Mar | 430 |
| 8-Mar | 430 |
| 15-Mar | 430 |
| 22-Mar | 430 |
| 29-Mar | 430 |
| 5-Apr | 420 |
| 12-Apr | 420 |
| 19-Apr | 405 |
| 26-Apr | 375 |
| 3-May | 357 |
I have been tracking ANS for 3 years and it is very suseptible to OSB prices.
ANS is trading 4x book. Who know how much of the $430/mbf of OSB is worked into that.
If OSB prices drops a little, I sell a little.I'm not saying anyone should take my advise. I'm just throwing it out there.
OSB prices go up, i'll buy a little.
Every wood company is coming out with stellar reports and no one is moving off this plateau.
WEF is an old decrepid company who assets are at the end of its life. You'll never see that stock sail and no one will ever buy it out. No comparison at all.