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Bullboard Post History

by carbide

T.IFP

RE:Fire Ian Fillinger

Management really blew up the balance sheet.  They took a company in a...

10 days ago

T.CFP

C&D Lumber Co. is latest Oregon mill shutting down

gn in   BUSINESS C&D...

10 days ago

T.CFP

RE:Share Repurchases

Great observation, thanks!  Just sent you a DM.

January 5, 2024

T.CFP

We believe the company should trade below the low end

Canfor Corporation Valuation Our price target of $27 supports our...

November 2, 2023

T.WFG

2024 Capex

Private asset values are not falling.  CFP management said the same...

October 31, 2023

T.WFG

RE:RE:RE:RE:WFG on duties: chatter on the file?

I heard the same.  That dairy farming is very lucrative in Canada thanks...

October 31, 2023

T.WFG

RE:RE:WFG on duties: chatter on the file?

Sorry, see if this works.  From the WFG Q3 conference call: "Paul...

October 31, 2023

T.WFG

WFG on duties: chatter on the file?

Paul Quinn Okay. And then just noticing that you’ve got now almost U.S...

October 31, 2023

T.CFP

RE:RE:Q2 call

Haha.  I guess Edgson may hesitate to take Quinn's next question...

October 20, 2023

T.CFX

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Those who know it the best, love it the least

Good comments. Agreed they're not worth book.  Forest destruction...

October 19, 2023

T.CFX

Supply from Metsa Kemi ramp could be headwind for pulp

Valmet-delivered Mets Fibre Kemi bioproduct mill started up in Finland...

October 19, 2023

T.CFX

CFX financials

Has been at breakeven for years.  $500m share capital, $100m accumulated...

October 19, 2023

T.CFP

Q2 call

From Q2 call: Paul Quinn: Okay. And then just overall, I mean I take a look...

October 19, 2023

T.CFP

RE:WTF? VIDA to acquire Sawmill in Ingarp, Sweden

Apaulson I sent you a DM.  Please check your messages.

October 11, 2023

T.CFP

What happened to the buyback?

They were buying daily after earnings, in the usual pattern.  But then...

March 23, 2023

T.AOI

The case of the vanishing buyback

Pretty interesting how management and the board promised the dividend, and...

December 14, 2022

T.CFP

RE:Buying opportunity soon

Good point on cycle timing.  I like the adage.  Perhaps it applies...

November 5, 2022

T.CFP

RE:RE:Canfor board of directors share ownership

100% agreed.  I came to exactly the same conclusion.  It is...

November 5, 2022

T.CFP

Canfor board of directors share ownership

Board Ownership         ...

November 5, 2022

T.CFP

CFP x IFP?

As far as I know they haven't disclosed an acquisition of IFP shares...

November 2, 2022

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