Post by
Fiberman on Jan 20, 2023 1:55pm
Complete Speculation
Just throwing this one out there. BCTMP is tight. Global prices are about $600 USD for 90% + yield. Well above average. Per industry analyst BCTMP inventories are very low globally. Packaging needs BCTMP going forward. I know Taylor has fiber and logistics issues and clearly CFX management is not making efforts to keep it going. Perhaps it can be sold? Paper Excellence? APP in China usese a lot of BCTMP both HWD and SWD in their board furnish when board is doing well. They know how to use it and market it. Meadow Lake. Wisconsin assets. Just saying it's possible. Then If CFX can streamline the best chips into two NBSK mills in a tight NBSK supply environment they will be making good money going forward. Their chip and fiber shortages would be more managable. Logistics streamlined.Then are they really a going concern like today's $4.00 share prices says?