RE:RE:RE:RE:pulp and paper industryGood call, that could work. Much like Duz Cho in Mackenzie. I don't believe CFX has tenue directly, as they techncially have no need -- residuals flow where they need to go.
They're not SinoForest esque either -- this is stright up deep value. Sino had a bunch of opaque accounting fraud going on, whereas these guys are simple -- buy big decently capitiized biorefiniers for pennies on the dollar.