RE:RE:An article I stumbled upon todayI'm banking on them improving by hitting at least 85% capacity so about 51 million board feet for Q1 is my guess.
Ebitda may be as high as 19 million but most likely less as they incurred costs from the power plant disruption and of course the EBITDA from the power plant will be lower than the usual 3.5M.
Net income may be 5 - 7 million so 0.14 EPS is about right. Remember in Q4 the average lumber price was $700, and production was 48 million board feet and we're looking at an average price of lumber going for $945 in Q1 so we'll see how they do on the production and shipping end.
Lets just hope they don't lose any money betting on lumber futures as they have done so recently in the past, but hopefully they have learned their lesson.