The post below was shared on the CFX board which is pretty quiet so I thought I'd repost here.
Pulp prices have started to really run (should be a trend that continues as countries transition from plastics to greener paper packaging).
Also some significant insider buying at CFX ($800K buy from Mans Johansson).
Favorable trends keeps on going, stock lagging
Mans Johansson just bought 800k$ of Canfor Pulp. He's an insider from europe (boss Vida/Canfor). That's a meaningful vote of confidence.
He and I shall make a lot of money on our undervalued shares, once the foggy financial get clears and the earning power of CFX becomes visible again. Unless you know the co already for a few years, its hard to see clear from the financials ratios and such currently. I expect a Q4 flush to retrieve paid taxes and make it look bad, after that, boomtime! Beware any cheap take-over from our parent Canfor; it could happen and we have to be ready to fight if unfair.
Everything pulp keeps rising, around the globe, for months now. I can see our under-the-radar share price rising rapidly to $15 fwiw.
https://twitter.com/FastmarketsRISI/status/1350041374918402053
"NBSK CIF China leaps up $100/tonne as suppliers respond to futures"
https://twitter.com/BryanSmithRISI/status/1349876905433067521
"Marking the biggest US price increase attempt in years, today Domtar announced to customers that it'll hike Feb. 1 NBSK and SBSK prices $110-130/tonne in North America, sources say."