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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 Jan 24, 2023 11:50am
177 Views
Post# 35242445

RE:Can't believe how low the volume is for a $295M market cap

RE:Can't believe how low the volume is for a $295M market cap It would be great to have one of the bank analyst with their CFA designation take a stab or a position and make a call on this stock. Or do they just wait until after the fact? What is the value of two strong NBSK mills running 100% in a tight supply forward market? Is it $250 million with an average $900 USD price on NBSK? Two mills that will now have more secure fiber with two other mills down. Can they give up whole log chipping now and drop that cost? Can they use HWD at Taylor? What are the potential cost reductions moving to two mills? Two mills should have stronger logistic options with better shipping conditions and less overall commodity movements out of the West. Surely the stock does not stay this low because there is another potential write off coming? Really? From 4 mills to 1? Come on. It has to be 2 operating mills. So what are the numbers? People need to wake up and see some potential forward value. If I'm an analyst in this industury, this is the time to shine and inform investors? What is the updated target price? Insiders cannot trade until after earnings. There is always low volume here. It will not take much of a buy to set this one on fire. Hang in their longs. 
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