Guerrilla valuation. For the win.This Damas guy is now on my radar screen. He published one heck of an analysis. The analysts are sleeping for OSB's big climb (well for the great unwashed at least -- not their preferred clients).
"Analysts and journalists have been mum on the red hot OSB price rally"
Oh heck yah.
https://seekingalpha.com/article/3989540-analysts-yet-upgrade-norbord-even-osb-climbs
Damas predicts a beat in EPS in Q2 of 71%, And 123% for Q3. And a divi hike in Q3 as well. It's not idle speculation -- prices are over 400 CAD and costs are 160 CAD. Per MSF. These guys have 8 billlion feet in capacity. These margins are insane!