RE:RE:RE:This is nutsOSB is obviously a short target in recent weeks. The company went into its quiet period at the beginning of October, so it really isn't in a position to repond until earnings are declared on Nov 1.
Lumber prices have dropped dramatically in the last few months after reaching bubble-like highs. It looks like osb prices are off by about a third in the same period. I suspect the osb price drop is what the shorts are fixated on.
However, don't forget that OSB's ROE hit 56% in the last quarter. Even if this drops by half because of lower product prices, it is still a good company to own at these price levels. I am buying back shares I sold at higher levels.