Post by
Fiberman on Feb 14, 2023 1:03pm
Numbers
Here we are Feb 14th. We will start to get a feel for pulp results starting this week. Mercer results out Thursday. My belief for CFX is that Q4 numbers will be alright if volume targets were made and shipped. Reduced logistics costs and higher than normal pulp pricing will help revenue. Hopefully investors can take a needed break from future fiber availablility concerns. Down to 2 mills. At today's price, CFX is worth roughly $250million. Anyone feeling the love?
Comment by
OmahaValue on Feb 14, 2023 2:42pm
It should be a reasonably good quarter for CFX (strong prices, good FX and improving rail car availability). There will likely be noise in the results with equipment write-offs and severance for the PG pulp closure. Hopefully true operating results can be presented clearly excluding those items.
Comment by
Fiberman on Feb 15, 2023 9:47am
WFG reported profits on pulp Q4.