Ainsworth Lumber Co Ltd ANSBF

Upcoming quarterly report

[estebancaballo]

Anyone have any ideas how the upcoming quarterly report will look? I am very hopeful and expect the guidance will be good too....expecting big things from ANS!

[mapmaker]

i am hoping to run a comparison of ANS and NBD. But i am fully invested in ANS now anyways. one thing i did notice is that NBD had a pe of 40 before last quarter and now has a pe of 20. ANS currently has a pe of 13. This quarterly will be nice but next quarterlies are shaping up to be great. OSB just new high of $425 this week so im really looking forward to the next six months. Im

[estebancaballo]

Still holding warrants? I thought they had expired...must be mixing up companies. Thanks for the feedback M. I agree that the next 6 months should be great for ANS if the US economy holds up and home construction continues on its currrent path...no reason why it shouldn't imho.

[mapmaker]

the warrants are still good till July 29, 2013. they are definately a long shot but at 3-5c a piece, they are cheap as borscht. ___________________________________________________________________________________ heres a great graph i found on osb prices. https://building.sunroc.com/trends/uld/Historic%20%20Random%20Lengths%20OSB%20Print%2002-15-13.pdf 2004 was the last supercycle and ANS septupled

[estebancaballo]

Thanks for the chart M! Really interesting......I wonder if ANS had the same corporate structure in 2004 (I know that it was reorganised at one point)....in any event it should significantly increase in sp if the profits are as high as I expect them to be......also the reorganising of the debt should be very positive for ANS going forward - the high debt load was always an overhang for the sp imo.