Canfor Pulp Products Inc T.CFX

Alternate Symbol(s): CFPUF

Forest Products Paper & Paper Products

Canfor Pulp Products Inc. is a Canada-based global supplier of pulp and paper products with operations in the central interior of British Columbia (BC). The Company operates through two segments: pulp and paper. The pulp segment includes purchase of residual fiber, and production and sale of pulp products, including Northern Bleached Softwood Kraft (NBSK) pulp and Bleached Chemi-Thermo Mechanical Pulp (BCTMP), as well as energy revenues. The paper segment includes production and sale of paper products, including bleached, unbleached, and colored paper. Its products under the solid wood category include dimension lumber, specialty lumber, and engineered wood products. It produces green energy in its lumber and pulp facilities across North America. The Company owns and operates three mills in Prince George, BC with a total capacity of about 780,000 tons of Premium Reinforcing Northern Bleached Softwood Kraft (NBSK) Pulp and 140,000 tons of kraft paper.

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Canfor Pulp Products Inc

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Comment by rhinopowerCASHon Jul 30, 2018 6:11pm

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Post# 28388010

RE:Outstanding Q2 results

SEEMS LIKE YOU HAVE A PRBLEM WITH AFRICA AND BRAZIL. WELL THEY MAKE GOOD PULP AMD YOU SHOULDNT JUDGE IT BASED ON WHO MAKES IT WHAT COLOR IT IS AND WHERE IT COME FROM! BE OPEN MINDED SIR.

Nbsk wrote:
Canfor Pulp earns nearly 1$/qtr lately with a balanced (28 days inventory) nbsk pulp market! Imagine if inventory gets tight. The Northern pulp cannot come from brazil or africa. It’s hard to substitute, needed for strength, and cannot scale quickly.

For Q3, Nbsk pulp price rose +40usd$/ton from july,

and they just announced another +30usd$/ton from august.

The loonie is lower too.

The power gen capex will end soon, and the related power gen revenues will kick in right after.

I am more optimistic than most and it could see $40/share if we are to earn 4$/year. We are in a sweet spot with best pulp type.

Still no indications what they’ll do with the nearly 3$/share of cash +/- 180M$. Remember, we have no debt.