Ainsworth Lumber Co Ltd ANSBF

RE: RE: RE: RE: MR 1derful

[dosperros]

Thanks Louel, great insight..  I'd read some issues with BC tenure calling for reform where tenure was chained to communities -- apurtenacy -- but that's lifted now I take it? 

 

Also,you mentioned peelers.  What's your take on this?  I see a lot of these logs being used in the 'wrong' way.  I worked at an outfit north of PG maybe 6 years back and they had the barking capacity to take the rest of the firms' ovesize logs.  Interdiv transfers.  They had plywood in play back then but still just hacked the peelers into 2x12 and it was not a great $$ play.   

 

Ironically the substite for 2x10 and 2x12 -- Ibeams -- needs plywood.  So, good for ANS.

 

I guess the question is -- what's the future of playwood?  Clearly declining, but how mill log supply make this worse?  If there is only one plywood plant between Quesnel and PG something seems to be amiss.