Interfor Corp T.IFP

Canfor Vs Interfor

[lifeisgood1010]

I wonder how many investors understand the huge difference between the two.

Just a few examples.

Exposure to BC about 39% after the Millar acquition for CFP
Interfor exposure to BC 18%

Interfor has zero exposure to pulp and paper.

Canfor has grow much much more than Canfor over the last 2 years and has shown us
they they are great capital allocators.They have reduced the share counts by more then 7%.

Canfor as hardly used it's NCIB.

I don't wan't to be negative on CFP but for me Interfor is a much better company
and offer much more upside.

I used to be a CFP shareholder and who knows maybe at some point i will again.

[Eastbank]

I assume you meant to say "Interfor" has grown much much more than Canfor. Agree!

[lifeisgood1010]

Yes,thanks for the correction. Westrock acquisition closed March 2021,GP closed july 2021 and finally the EACOM just closed in Feb. It has taken the production capacity from 3079 MBF to 4904 MFF in less than 1 year. Amazing growth (59%).And the beauty of that not only did we not get diluted but share count are going down. In Canfor press release, management said that the Canfor Q1 results will