Very Cheap. Under 0.90 dollar is a gift. Under 0.9 dollar is a gift. Upcoming upticks coming.
Here is why~!
1. Upcoming interest cut favor real estate. Lumber production increase which favor pulp production.
2. Upcoming B.C Election. If NDP lose it change fundamental of lumber and pulp.
3. Jim Pattison is 95 years old. He may divest non-core asset. Also Canfor corp is having hard time due to tarriff they may sell a Canfor Pulp.
4. Suzano failed M&A of internationl paper.(USD 15B) Suzano produce "eucalyptus" pulp. Possible M&A for CFX. CFX produce NBSK.
5. Low debt. Net debt total amount is only 70M with 30M EBIDTA per year.
6. 800M Revenue per year.
7 EV is only 150M. Pulp is highly capital density business and if someone wants to build identical production in inflation era. It will cost least 1B.