Western Forest Products Inc T.WEF

Miss

[Apaulson]

Consenus adjusted EBITDA was $2mm profit, actual was ($10.7mm) loss.

So much for your elevated volume argument redrear.

WEF like the pulp companies always lags the commodity lumber names in recovering.

[Patriarch]

Apaulson I took u off ignore. Ill humour u. Your right they lag. But when they turn you gotta admit they are just as whippet on the upside on a percentage basis. Do we agree at least in that?  

[Apaulson]

The group (Wef, Cfp, Ifp, Wfg) should all move up together as long as lumber production or imports don't ramp back up, and mortgage rates continue to drop unlike today. It's just a matter of time when the lumber super cycle turns in my opinion. Patience will be rewarded. Buy when lumber production is coming off, sell when lumber production is coming back on. housing supply needs to

[Patriarch]

Trump campaigned on increasing housing for young yanks. He is buddies with builders like pulte and dr Horton. I'm not too afraid of tariffs. They need our lumber to build housing. Problem is fed might hold powder on rate cuts to mitigate inflation fears with trump tax cuts and other tariffs. I think need for housing trumps inflation worries. If so our lumber companies should do well.