RE:RE:RE:Canfor Pulp (CFX)The Mercer CEO was on a conference I was at yesterday and talking about building out the lumber segment, I think targeting 1.5 billion feet capacity if I recall.
I agree though, there's likely something that could happen to benefit both of these outfits. It's easiest at this time to roll the assets into CFP I think, and they can pull them out and sell them as needed. I only say that at this thing got spun out as an Income Trust at $15 or so back in the day, so bringing it back in at $7 base (plus ~60% premium to get to $12 ish) is a deal.