Post by
ahs on Aug 09, 2014 2:31pm
Merging ANS and NBD
Hard to see why NBD wouldn't take over ANS. Brookfield involved with both, the product is nearly identical. Both Canadian. Should be savings available. I doubt the Govt. would block this as they did the last deal as the US Govt would not be involved. Control of supply would be a benefit as it appears there is just too much OSB being produced.
Comment by
funthatsfree@yahoo.ca on Aug 10, 2014 2:37pm
Oversupply because the US recovery is slower than expected. I had a 2.40 buy price in mind and if OSB drops below $200 its looking more like $2.25! I think NBD would take over ANS if the companies were in survival mode but they have supply routes beginning in eastern and western Canada so what would be the point!