West Fraser Timber Co Ltd T.WFG

Alternate Symbol(s): WFG

Forest Products Lumber & Wood Production

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

West Fraser Timber Co Ltd > Q3 projections

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Comment by dosperroson Sep 13, 2021 5:08pm

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Post# 33852388

RE:Q3 projections

You might see a modest beat on panels but Q1 is going to be much better result that Q3, adjusted for Norbord assets at run-rate at least.

I can't see Scotia's earnings for WFG for some reason, but they have CFP at 62% of Q1 in Q3. LPX is about pairity. So, maybe call it 80% of Q1.

The curtailments were material too this Q.

The action may be on assets and M&A. I think Duncan Davies going to RFP will have some major ramificaitons. If CFP buys their lumber assets, for instance, that's big.

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