Conifex Timber Inc T.CFF

Earnings season

[StefanSalvatore]

So far we have seen CFP, SJ and WEF beat expectations however RFP and ADN missed expectations. Seems to be the trend that lumber shipments are down this quarter due to weather and freight availability. However production is just fine so all the better that they can ship in Q2 with higher lumber prices than Q1. 

Wonder what CFF has in store. This is the benefit of them reporting earnings later than the others as we can get a better estimate of how they'll perform. 

Side note: I wonder how Acadian Timber is managing to pay their dividend to shareholders as that payout ratio is at 97% now.

[Rational43]

The interesting thing is both RFP and ADN are Eastern Canada based, vs BC based CFP and WEF.   I'm hoping that helps BC based CFF, but Ken did say in March that weather affecting log inventory building in Q4, so its a toss up.   CFF's actual earnings won't be mindblowing this quarter, my biggest hopes are: 1. No negative suprises on hedging 2. Guidance on

[ValueCap]

I'm with you on those hopes. Definitely #1 and #2. On #3 at least some kind of rebranding to highlight the renewable energy asset for those investors and in the analyst community and the ESG thing to attract those investors.  Spot lumber 1550 selling into June. My god. What kind of q2 and 3 will it be. And what will they do with the cash. They need a Substantial Issuer Bid. Ken wants to