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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 dosperroson Aug 22, 2021 12:25pm
201 Views
Post# 33746142

RE:RE:Completion of SIB

RE:RE:Completion of SIB

 

Hows that working out for you so far? 

--Instant gratification and equity investing do not go hand in hand.  Ultimately you have the same share price as you'd have with any
other disbursement, but fewer shares. Sure you want a lavish div but think that's payable at $420 lumber ?  Nope. I'll take the share reduction any day. 

 

Dutch auctions never benefit the common shareholder as the shares plunge after closing as they have yesterday and today.
 

--Incorrect. I have more than a sneaking suspicion that your level of financial acumen is that of "mutual fund" territory.  Complaining about your pet peeves is fine but does note make this true. 

By the way, do you really think anyone can predict short run pricing behaviour?  Like, is that a thing? 

Once again WFG management has put the boots to the common holders and just wasted $1 billion.

--Sigh. This is not how the world works pal. 

A change at the top is way overdue....

--They need slightly more div allocation, better branding, and some benchmarking wrt leading practices on other industries. Ultimately they are missing the mark on multiple expansion, but this is the best in the business otherwise. They need to incrementally improve not make wholesale changes. You need to sell and buy a REIT or bank as there is no chance you get accommodated (thankfully) by the current -- capable -- regime. I welcome changes on the margin however

GLTA

 

--Luck is for chumps who can't be pateint, manage risk, or do fundamentals. Now I'm being snarky but posts like this -- long on entitlement and short on even the most redamental analysis or DD -- grind my gears. 

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