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Conifex Timber Inc T.CFF

Alternate Symbol(s):  CFXTF

Conifex Timber Inc. is a Canada-based forest products company, which operates fiber baskets in North America, northern British Columbia. The Company produces lumber products and renewable energy from its sawmill and bioenergy plant in Mackenzie, British Columbia. Its lumber products are sold in the United States, Canadian and Japanese markets. It also produces bioenergy at its power generation facility at Mackenzie, British Columbia. Its lumber products include J-GRADE, 2 AND BETTER, SELECT, STUDS, ECONOMY and 3. The Company operates a two-line sawmill in Mackenzie, British Columbia (the Mackenzie Mill). Its Mackenzie Mill has approximately 240 million board feet of annual lumber capacity on a two-shift basis. It operates a 36-megawatt biomass power generation plant in Mackenzie, British Columbia (the Power Plant), located at the site of its Mackenzie Mill. Its Power Plant's output capacity is in excess of 230 gigawatt hours (GWh) of electricity per year.


TSX:CFF - Post by User

Bullboard Posts
Post by dosperroson Oct 23, 2019 12:05pm
120 Views
Post# 30259294

For context, compare to Interfor or Canfor

For context, compare to Interfor or CanforCFF has maybe 750 million feet of lumber capacity plus a powerplant worth ~$120M.  Let's assume that they end up with just CFF could be worth $139 million (7 billion * (1/14)).  That's maybe $3.32 per share for CFF.

Future state rising tides will carry all boats, and IFP and CFP are undervalued by at least half.  But if and when CFF catches up to their depressed level currently, once the assets are sold and the lenders are appeased, you have an easy $3 or $4 share.

THAT, I suspect, is the reason for the rally.  If I have an X% change of turning $0.58 into $4.00, that's going to get some attention.  It's unlkely the panic selling is a thing now that it's turned the corner given seasonality and lumber markets, overlaid on a soon to be lower interest envrionment that will juice both the housing and R&R markets.
Bullboard Posts