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Bullboard - Stock Discussion Forum Conifex Timber Inc T.CFF

Alternate Symbol(s):  CFXTF

Conifex Timber Inc. is a Canada-based forest products company, which operates fiber baskets in North America, northern British Columbia. The Company produces lumber products and renewable energy from its sawmill and bioenergy plant in Mackenzie, British Columbia. Its lumber products are sold in the United States, Canadian and Japanese markets. It also produces bioenergy at its power generation... see more

Bullboard (TSX:CFF)

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Comment by horseshoefallson Jul 18, 2020 12:04am

RE:RE:RE:Futures up again - $548 for Sept 2020

CFF is still absolutely in good shape with lumber @ $450...  even $400.   The one nice thing about Conifex is that there are so few moving parts to evaluate at this point.  You' ...more  
Comment by ValueCapon Jul 17, 2020 6:50pm

RE:RE:Futures up again - $548 for Sept 2020

My main question is how long can lumber prices stay elevated like this. Prices are up because production curtailed on the back of housing demand not declining as expected and demand from home ...more  
Comment by dosperroson Jul 17, 2020 4:07pm

RE:Futures up again - $548 for Sept 2020

Look foreard a year -- the next 12 months will be (or could be locked in currently) as the best year ever. I based this on (rough numbers, top of my my head) for West Fraser.  They had 2018 ...more  
Post by horseshoefallson Jul 17, 2020 2:48pm

Futures up again - $548 for Sept 2020

May 2021 sitting at $444 Lumber companies are going to be printing money if this keeps up.
Comment by dosperroson Jul 16, 2020 8:17pm

RE:Conifex and Canfor are pretty tight.

  I should have substantiated the math.  The deal for $30M for 200,000 M3 of perpetual cutting rights worked out to $150/M3.  So the number I used was $150 x 782,500 M3.  On the ...more  
Comment by dosperroson Jul 16, 2020 9:52am

RE:Q3 run rate

I beleive it's full bore on 2 shifts. If they have the fibre (no fires yet) it's all clear to run OT on weekends.  They'll de-bottleneck whatever the weak point is with weekend OT ...more  
Post by dosperroson Jul 16, 2020 9:49am

Conifex and Canfor are pretty tight.

This was a great deal for both in 2015 (presser pasted at bottom).  Canfor opted to take the tenue as it was never a real loan – they needed the fibre.  By implication (and now that we' ...more  
Post by horseshoefallson Jul 16, 2020 8:49am

Current Conifex VP of Finance worked for Jim Pattison Group

Well if you were looking for any connections to Jim Pattison, there is one for you.  worked there for almost 4 years.   I'm sure Jim Pattison is well aware of any undervalued assets ...more  
Post by ValueCapon Jul 15, 2020 9:59pm

Q3 run rate

Anyone know what production capacity these guys are doing in Q3? Dare I ask management or will we just wait to see the release in November 
Comment by ValueCapon Jul 15, 2020 6:55pm

RE:Jimmy Pattison in Mackenzie?

Very interesting. Hope it's the case
Post by PapaJay10000000on Jul 15, 2020 5:12pm

Jimmy Pattison in Mackenzie?

There's been some talk about a plane that looks identical to Jimmy Pattison's private jet in Mackenzie this week, wondering if anyone has any insight on this... If K.S. sells CFF off privately ...more  
Comment by ValueCapon Jul 14, 2020 9:22pm

RE:RE:RE:Futures gained $71 (no typo) today. At $570 US. $775 CAD.

July futures 583. Sept futures limit up 512.50. Futures curve a year out looks profitable for CFF.  We'll see what housing start data shows for June this Friday
Comment by horseshoefallson Jul 12, 2020 12:26am

RE:RE:Futures gained $71 (no typo) today. At $570 US. $775 CAD.

If this hits $17 I'll be able to retire... not likely.  The price action at the moment is promising though.  What we really need is some big buyer to come in and start scooping this ...more  
Post by dosperroson Jul 10, 2020 3:57pm

Futures gained $71 (no typo) today. At $570 US. $775 CAD.

Holy cow. What a day and long overdue. There is going to be an absurd amount of money to be made in the sector if this holds.  We tend to be sad Dickens characters in tattered rags in this ...more  
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