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Interfor Corp T.IFP

Alternate Symbol(s):  IFSPF

Interfor Corporation is a Canada-based forest products company. The Company and its subsidiaries produce wood products in Canada and the United States for sale to markets around the world. The Company operates through solid wood products segment. The Company offers its products across two categories, which include Dimension Lumber and Specialty Lumber. The Company's products include Interfor machine-stress rated (MSR) Lumber, Interfor Western HQ Lumber, Interfor Stud Lumber, Interfor Elite Decking, Interfor Elite Fascia & Boards, Interfor Elite V-Joint Paneling, Interfor Elite Fineline Paneling, Interfor Elite Channel and Lap sidings, Interfor Elite Bevel Siding and Interfor Elite Shadow Gap Siding. It produces quality joist products for both residential and commercial floor and roof projects. The Company has annual lumber production capacity of approximately 5.2 billion board feet and offers a diverse line of lumber products to customers around the globe.


TSX:IFP - Post by User

Post by Hanalyst727on Dec 13, 2021 10:06pm
281 Views
Post# 34227557

back in money printing zone

back in money printing zone
Funny to see all this talk about inflation now you'd think with lumber prices soaring again and Interfor being THE pure play on NA lumber prices, that at some point there would be a stampede Intofor and it would get a big market premium like gold stocks do. 

Perfect way to play: inflation + housing shortage / house price inflation.

Now that IFP is North-Amercan-wide they are also able to ride out disruptions to a single local. Lower risk earnings = better quality earnings = higher multiple.

If IFP earnings continue to track futures prices in Q4, my (very rough) estimate is they could earn about C$220MM net, or about C$3.5/shr diluted.
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