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Canfor Pulp Products Inc T.CFX

Alternate Symbol(s):  CFPUF

Canfor Pulp Products Inc. is a Canada-based global supplier of pulp and paper products with operations in the central interior of British Columbia (BC). The Company operates through two segments: pulp and paper. The pulp segment includes purchase of residual fiber, and production and sale of pulp products, including Northern Bleached Softwood Kraft (NBSK) pulp and Bleached Chemi-Thermo Mechanical Pulp (BCTMP), as well as energy revenues. The paper segment includes production and sale of paper products, including bleached, unbleached, and colored paper. Its products under the solid wood category include dimension lumber, specialty lumber, and engineered wood products. It produces green energy in its lumber and pulp facilities across North America. The Company owns and operates three mills in Prince George, BC with a total capacity of about 780,000 tons of Premium Reinforcing Northern Bleached Softwood Kraft (NBSK) Pulp and 140,000 tons of kraft paper.


TSX:CFX - Post by User

Comment by Fibermanon Mar 08, 2022 3:03pm
143 Views
Post# 34496629

RE:the most annoying risk...

RE:the most annoying risk...Good post. I'm with you 100%. Valuations may take a turn in our favor here. PE needs to sell Kamloops. Let's say a Mercer has a go at it. You have to think that any pulp mill being sold today with China at $950+ will have a very solid valuation. This should price what a pulp asset is worth to counter an inside Canfor valuation. Analyst's keep saying fiber is tight going forward. Well guess what. There is only so much superior Northern Fiber going around. In the short term at todays lumber prices I suspect chips are fine this year. Anyone who can make lumber is producing today. Meaning chips to go around. So take that negative away. What happens if fiber gets tight and two pulp mills drop in BC? Pulp prices will go up since it's still a growing market and strong fiber is needed in the furnish of products to offset the higher HWD inclusion. To me the downside is all baked in. Have fun selling in this range.If you are, you don't know what your doing. Try a different sector. Ha. 
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