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Western Forest Products Inc T.WEF

Alternate Symbol(s):  WFSTF

Western Forest Products Inc. is a Canada-based integrated forest products company building a margin-focused log and lumber business to compete in global softwood markets. The Company’s primary business is the sale of lumber and logs, which includes timber harvesting, sawmilling logs into specialty lumber, value-added lumber and glulam remanufacturing, and wholesaling purchased lumber. It has a lumber capacity of approximately 885 million board feet from six sawmills, as well as operates four remanufacturing facilities and two glulam manufacturing facilities. The Company's product categories include outdoor living, exterior appearance, LIFESTYLE CEDAR, interior living, structural, industrial and WFP engineered products. Its outdoor living products include decking, timbers and fencing products. Its LIFESTYLE CEDAR products include LIFESTYLE CEDAR Decking and LIFESTYLE CEDAR Fencing. Its WFP Engineered Products include curved and arched glulams, straight glulams, and fabricated trusses.


TSX:WEF - Post by User

Bullboard Posts
Comment by dosperroson Nov 26, 2020 12:55am
151 Views
Post# 31976445

RE:RE:RE:RE:RE:Questions for Western at upcoming RBC Conference

RE:RE:RE:RE:RE:Questions for Western at upcoming RBC ConferenceIt might not have been clear either those were not my questions.  I excerpted them from RBC's doc.  To me it's a good jumping off point.

It'll be a tightrope for Don.  I agree that the div and buyback are key, but the keeping up with the jones is tough too.  And West Fraser is now that much bigger.  Fortunately with specialty it's less commoditized but still, they need to put capital in somewhere and the mills are pretty old.

The other weird thing is single digit divs don't put as much as a floor in place as I would have expected.  Look at Acadian -- it's safe and stable and nearly 8% and fell like a rock.  

Like anything, a balanced approach is likely best. For reasonable stuff that is. I'm not sure of the legality of some of the cost saving measures I saw propsoed however like Mr Rhino's slave labour idea.  That might set them back on the ESG front.
Bullboard Posts