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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

Post by Fibermanon May 12, 2023 12:55pm
330 Views
Post# 35445709

So many rumours....

So many rumours....There are so many rumors out there in our industry with pulp assets for sale. The players know it. Several companies in the mix. Pulp mills will change hands in Canada for certain. Further pulp mills may also need to shut. The landscape will take time to set. Still, a lot seems to be cooking.

What is clear with this symbol? Any morning interest in the stock is sold at high prices. Then by mid afternoon there is a clear effort to rachet it down on minor volume. Take a look at a 3 year chart. There is a clear strategy and pattern. It's a maunfactured delcline. Clear as day. 

What I do like? CFX took a lot of forward uncertainty out by going from 4 mills to 2. If they can bring costs in line. Having a high demand NBSK product will one day create profits again. Changes and restructure may take another year. So this is a long term hold. Short term it will continue to be maniputated down. It's now at a point where they have options. They can easliy package and sell to another buyer at this price $100 million or buy out the shares and keep. Exciting. 
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