Tambourah Metals Ltd T.TMB.W

RE: Why is tembec underperforming other pulp stock

[oddykog]

I think it is the second reason you give.  People think of them as a lumber company, a newsprint manufacturer and also a pulp manufacturer.  Only the last area generates any profits at present while a new recession would threaten the pulp sector as well.  Remember that the volumes of stock sales are really small on all of this based on a total outstanding share level of 100 million, but the big buyers are probably willing to let the stock drift for a while before buying back in at lower levels.

I happen to think there is money to be made with this tock.