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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

Comment by dosperroson Apr 21, 2021 7:25pm
189 Views
Post# 33042032

RE:RE:RE:Scenarios for those shouting out demands: "WHAT'S IT WORTH?"

RE:RE:RE:Scenarios for those shouting out demands: "WHAT'S IT WORTH?"

Rational43 wrote: "the mill expansion comments to me sounded like CFF is being forced into expanding the mill to keep their tenure. Either CFF is telling the goverment they will do it or they are being told to do it."

In a place where timber supply is in short supply, and the type of timber supply that feeds the US housing market, Canadian SPF, Conifex is expanding their mill to process more of their "surplus" timber allowable cut, which reduces their COGS per unit. 
How terrible.  

 
"We have plenty of experience investing in Russia"


If you think BC is Russia, then you are a clown, go back to the circus.  

This is some BS man.  I have no idea why taking snarky potshots in response to insight and solid analysis is going to do anything other than diminish the quality of the board.  It's already something I'm planning to phase out given what an awful platform it is.  Sure, let's try and chase the any reasonable and value-added contributors (e.g. the excellent and professional-grade sum-of-the-parts analysis from a few years back) away.. 

Given your past comments on things like the discount to book value, I would have expected that insight into why this may be more difficult to close than expected -- be it perceptual or otherwise -- would have resonated. 

 

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