Canfor Pulp Products Inc T.CFX

Alternate Symbol(s): CFPUF

Forest Products Paper & Paper Products

Canfor Pulp Products Inc. is a Canada-based global supplier of pulp and paper products with operations in the central interior of British Columbia (BC). The Company operates through two segments: pulp and paper. The pulp segment includes purchase of residual fiber, and production and sale of pulp products, including Northern Bleached Softwood Kraft (NBSK) pulp and Bleached Chemi-Thermo Mechanical Pulp (BCTMP), as well as energy revenues. The paper segment includes production and sale of paper products, including bleached, unbleached, and colored paper. Its products under the solid wood category include dimension lumber, specialty lumber, and engineered wood products. It produces green energy in its lumber and pulp facilities across North America. The Company owns and operates three mills in Prince George, BC with a total capacity of about 780,000 tons of Premium Reinforcing Northern Bleached Softwood Kraft (NBSK) Pulp and 140,000 tons of kraft paper.

TSX:CFX - Post by User

Canfor Pulp Products Inc > Decent research

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Comment by dosperroson Apr 04, 2023 11:12am

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Post# 35378628

RE:Decent research

The salient thing here is USD $2000 per ton capacity. These are big modern BHK mills so imperfect as a comparitor, but whats CFX? EV is say $220MM; capacity maybe 900k tons. So 244 per ton, or $181 per ton USD.

These assets are not 10x cheaper or worse than Suzano. A realistic target is what the Kamloops mill went for as I have noted.

So deeper into the abyss and an impressive amout of upside. Just shame Jimmy is such an egregious steward of shareholder resources. He should be sued but I digree.

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