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Ainsworth Lumber Co Ltd ANSBF



GREY:ANSBF - Post by User

Comment by dosperroson Mar 17, 2013 8:14pm
164 Views
Post# 21143380

RE: RE: RE: RE: RE: MR 1derful

RE: RE: RE: RE: RE: MR 1derful

Consier margins for the lumebr vs. OSB comparision.  Most lumber mills have higher input costs (better logs) and more men in the facility, so higher production costs.  So, ballpark $300 mfbm in costs.  OSB is again, very approximatly, $200 per msf in cost.

 

 

Lumber is selling at just $400 per mfbm, OSB is $430 per mdf.

 

 

Cash drives stocks obviosuly, so ANS and NBD are lining their pockets with cash.  ANS is taking in about $500,000 in EBITDA per day in this market, so pretty impressive for a firm with a EV bearly over a billion dollars.

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