Canfor Pulp Products Inc T.CFX

Pulp Prices Are Holding

[Fiberman]

Prices may have peaked at record levels but the more important news is that they are holding very well. Likely holding thru the summer and into fall. Anyone located in PG? Are the mills running? If they are... Shipments are improving. Things will start to improve dramatically here if the mills are running & shipping. Still long and confident on CFX!

[smeise]

I work at one of the mills We have been running at normal  ,except for taylor mill, we have been stock piling what we cant ship, The last 3 weeks we have been shipping out the over stock and slowly reducing inventory. The mills havent slowed down once, I cant believe why our stock price is sitting this low with pulp prices so high. Last time pulp was close to this price our shares hit high

[Fiberman]

Great info. If that is the case we are in business. Thank you. 

[Apaulson]

First, lumber goes down and then pulp follows with a lag.  It happened in 2018.  The pulp producers held up after the more lumber pure-play producers fell but then they followed.