RE:Is CFX undervalued based on Pulp Pricing Q1/Q2? Agreed Fiberman! Good summary. CFP owns near 55% so the remainder is near 45% . Nsbk pulp prices in China are above $1000 , an all time high. Last bit of info was from Paper Excellence: "NBSK price to China at $$1,030-1,050/tonne for April business."
The shangai futures are holding steady at elevated levels after the big runup, see:
https://www.barchart.com/futures/quotes/VLM21/interactive-chart
The setup of both the company and the market are better than 2018. The good news shall begin to roll with the Q1 later this week, and Q2 even better since there is an implementation lag.