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Interfor Corp T.IFP

Alternate Symbol(s):  IFSPF

Interfor Corporation is a Canada-based forest products company. The Company and its subsidiaries produce wood products in Canada and the United States for sale to markets around the world. It operates through the solid wood products segment. The Company’s product categories include Dimension Lumber, Specialty Lumber and Engineered Wood Products. Its products include Spruce-Pine-Fir, Douglas Fir-Larch, Hem-Fir, Southern Yellow Pine, Western Red Cedar, Douglas Fir-Larch, and P3-Joist. Its sawmills provide a diverse range of sustainable products to supply North American markets with a complete offering of framing materials. Its Western Red Cedar products include Elite Decking, Elite Fascia & Boards, Elite V-Joint Paneling, Elite Fineline Paneling, Elite Channel/Lap Siding, Elite Bevel Siding and Elite Shadow Gap Siding. It has an annual lumber production capacity of approximately 5.0 billion board feet and offers a diverse line of lumber products to customers around the world.


TSX:IFP - Post by User

Comment by dosperroson Apr 13, 2022 7:43am
110 Views
Post# 34599408

RE:RE:RE:Interfor to Sell Acorn Specialty Sawmill in British Columbia

RE:RE:RE:Interfor to Sell Acorn Specialty Sawmill in British Columbia
Yes, it's not much guesswork either.  The BC Coast has been the od man out for years now -- it's a complex, high cost environment.  It has no scale, plus is the concentration of the issues you mentioned. 

They are not leaving the BC Interior as Adams Lake is world class (e.g. has a capacity 3x this Acorn outfit's nameplate but 7x its actual output) and Castlegar is getting more capital.  They have things like better monetized by-products (co-gen power plants, regional pellet production take-away,,, as well as the standard chip revenue).
 
Page 8 of the pres below shows the 4 operating areas.  They have steadily reduced the BC Coast to... Acorn.  The logging show will be last to go but it has more value, unless they stay put to monetize it for carbon. 

Well, they have 4 areas now -- 1 billion feet in Ontario/QC which is great news.  They don't need the money (this might be a $20-$40M deal which is a rounding error) but it's important to remove the distraction and let mgmt focus on onward and upward in SPF/SYP, not spec. cedar.
 
 
https://interfor.com/wp-content/uploads/2022/02/Investor-Presentation-%E2%80%93-February-2022.pdf
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