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West Fraser Timber Co Ltd T.WFG

Alternate Symbol(s):  WFG

West Fraser Timber Co. Ltd. is a diversified wood products company. The Company is engaged in manufacturing, selling, marketing and distributing lumber, engineered wood products, including oriented strand board (OSB), laminated veneer lumber (LVL), medium-density fiberboard (MDF), plywood, particleboard, pulp, newsprint, wood chips and other residuals and renewable energy. Its products are used in home construction, repair and remodeling, industrial applications, paper, tissues, and box materials. Its segments include Lumber, North America engineered wood products (NA EWP), Pulp & Paper and Europe EWP. Its business comprises lumber mills, OSB facilities, renewable energy facilities, pulp and paper mills, plywood facilities, MDF facilities, particleboard facilities, LVL facility, treated wood facility, and veneer facility. The Company operates approximately 58 facilities in Canada, the United States, the United Kingdom and Europe. It also offers wood preservation services.


TSX:WFG - Post by User

Comment by Dadsaid2on Apr 20, 2021 11:36am
138 Views
Post# 33029196

RE:How much earnings impact to the plus will this mean?

RE:How much earnings impact to the plus will this mean?The the number is actually insane. I'm not sure what report you are talking about but here l go .. and remember it is US$. For every $ 10 increase in 7/16 price Norbord/WFG OSB EBITDA increases by $64 million annually (assumption) so $16 million/ quarter. Assuming it was based on Q3 production. So....for sure production is up large from Q3 where NC average price was $578. So if we bump that 16 number to 20 based on production and Q1 pricing is going to average $900 the math says....900-578 = 322 10 = 32.2 x $20 million or $644 million additional EBITDA over Q3 which was $ 322 million. So Q1 OSB EBITDA could be close to $1 BILLION USD. Insane. Don't forget to add the little bit lumber will make...lol.. GLTA
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