Canfor Pulp Products Inc T.CFX

Alternate Symbol(s): CFPUF

Forest Products Paper & Paper Products

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.

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Canfor Pulp Products Inc > So many rumours....

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Comment by Apaulsonon May 31, 2023 9:46pm

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Post# 35474028

RE:RE:RE:So many rumours....

Using Resolute's Thunder Bay pulp mill as proxy: US $218,600,000 / 535,000 tons of capcity = US $408 / ton

If we assume Canfor Pulp will have 500,000 tons of pulp capacity remaining after it downsizes to only one mill: 500,000 * US $400 *1.35 = CAD $270,000,000 / 65,000,000 shares = $4.15

$4.15 / $1.90 - 1 = 118% upside from here.

If you subtract net debt at end of Q1 of $60,000,000 to be ultra conservative: CAD $270,000,000 - CAD $60,000,000 = $210,000,000 / 65,000,000 shares = $3.23 (70% upside).

Cheap stock

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