RE:RE:$AEP.V Q3 Analysis, Q4 and F2022 outlook, valuation and PT warrants expiring on feb 5 so i guess now downward pressure is minimal - if warrant holders were to exercise for 5% gain, they would have traded instead of exercising and going through all paper work hastle
lumber did increase revenues but alot of it was organic growth too and it will continue as demand is not slowing until 2023. company already has a sight to next 8 months of contracts and demand is high
company has other segments such as wall panels which they will utilize to make up for any lumber discrepencies if we see. so far lumber average price for 2021 is equal to 2022 jan/feb.
overall, i like the business.