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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

TSX:CFF - Post Discussion

Conifex Timber Inc > Call next week with JN
View:
Post by ValueCap on Sep 01, 2020 9:51pm

Call next week with JN

I've got a call with Jordan next week. Dosperos, Horshoefalls, and others - anything specific you want communicated, besides the usual discussion on plan for returning cash to shareholders?
Comment by horseshoefalls on Sep 02, 2020 11:19am
Good job, nice to get someone at CFF that will take the time to chat! I have a bunch of questions, you can pick and choose if you want to relay any. - When is the next board meeting (I understand from Q2 call that discussion on the return of shareholder captial is on the table then)  - Is a dividend or one-time payout being considered even? This would be preferable to spending 2-3M ...more  
Comment by dosperros on Sep 03, 2020 3:54pm
Great work on securing this!  You can't go wrong with the above thinking. I'll pose a few and keep them 30,000 ft level.  If we can better elicit a framework from JN that would be really helpful to understand what may come to be. So, that’s my goal of course, but it’s tough not to go down the rabbit hole on some specifics. 1a. Context: As Ken notes in most calls, the ...more  
Comment by black4444 on Sep 03, 2020 8:26pm
Here are a few questions that have been on our minds:   Why are detailed bioenergy results no longer broken out as a separate reportable segment? You will probably get some BS answer about “single complex” or Cash Generating Unit” so the follow up is how does combining the two very different earnings streams help the investor correctly value the firm.   The bulk of the lumber sales ...more  
Comment by Laliberte2020 on Sep 11, 2020 8:04am
Did you get JN on the phone? If so did you get useful informations? And if so can you share please thank you!
Comment by 2young2invest on Sep 03, 2020 1:27pm
Nice! Could you please ask them about their long term plans? Will they expand, or are they looking into selling assets to bigger competitor. Thank you!
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