RE:RE:RE:RE:Scenarios for those shouting out demands: "WHAT'S IT WORTH?"I certainly wasn't as early to CFF. I was wasting my time buying CMMC at 40 cents, and later at 90 cents, and that has done rather well, thanks.
The looming copper supply crunch was much more obvious to me than the lumber shortage, geology being more natural to me than treeology. I do believe the copper shortfall will be a longer and harder problem for the world to solve than lumber, but lumber will settle back at a higher level than most analysts anticipate.
Yes, my response may have been unneccesarily vitriolic, comparing BC to Russia was a particular sore spot for me, and for that I apologize. I can't quite see Russia from my house.
Appreciate the insight on the bond.
As for the mill expansion, you've already identified the primary reason for the reduction in COGS, that fixed cost per unit of production will be reduced. Depreciation will rise, but unlikely to offset the fixed and step cost/unit of production that expansion will enable.