Bullboard Post History

by dosperros

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T.CFX	RE:RE:RE:Decent research black4444 wrote: The legendary Dosperros is on the CFX board! Plunging share... April 13, 2023
T.CFX	RE:Decent research The salient thing here is USD $2000 per ton capacity. These are big... April 4, 2023
T.CFX	Decent research https://researchxp1.s3.sa-east-1.amazonaws.com/202212_XP+IoC+Suzano+%2B... April 4, 2023
T.CFX	RE:Oh oh Yah, I saw that. Sometimes you get some bid-ask anomolies, but I didn... April 4, 2023
T.CFX	Blast from the past. One year ago... Analysts see 40 percent upside for the pulp and paper producer The stock... March 30, 2023
T.CFX	Pulp prices signpost a reversion to the mean $6 to $9 mean There has been some serious erosion from the $7000 RMB level to the $5700... March 29, 2023
T.CFX	RE:RE:RE:RE:And RJ is a cut from $5 to $4.75 (March '23) Nbsk wrote: woodwise wrote: dosperros, you can barely put 2 sentences togther... March 29, 2023
T.CFX	RE:Don't expect PE to step up Very welcome. We need to better differentiate the sustainable from the... March 29, 2023
T.CFX	RE:RE:RE:RE:pulp and paper industry Good call, that could work. Much like Duz Cho in Mackenzie. I don... March 29, 2023
T.CFX	RE:And RJ is a cut from $5 to $4.75 (March '23) Lucky me. I see this and have to guess what the little fella said. ... March 26, 2023
T.CFX	RE:pulp and paper industry Thanks man, good find. I only skimmed it as it's a bit long on CBC... March 26, 2023
T.WFG	RE:Analyst Recommendation RetiredDCF, as always, you are the man. Thank you for the timely and... March 24, 2023
T.CFX	And RJ is a cut from $5 to $4.75 (March '23) See page 39. The current price target is clearly $4.75. https://www... March 23, 2023
T.CFX	RBC Take @ $6/share - lowest multiple I've seen (4x) Valuation (3/1/2023): Our $6 price target is based on a blended 4.0x EV... March 23, 2023
T.CFX	RE:Positives Definitely agree. It's common sense. Not sure what the fuss is in... March 23, 2023
T.CFX	It's also not at risk of BK; learn how to read a statement Final note on bankruptcies etc. That’s a non issue. These guys need to get... March 22, 2023
T.CFX	Main asset is worth far more in M&A; or 6x more to replace I’d also note that Northwood is the biggest NBSK (the good pulp not the junk... March 22, 2023
T.CFX	I'm in now. Clear deep value thesis. Bring it on, I’m in. I’ve done well in the last on this name, and am quite... March 22, 2023
T.CFP	bns Q4/22 First Take – Below Expectations on CFX Miss & 2x4s Q4/22 First Take – Below Expectations on CFX Miss and Lumber Costs ... March 1, 2023
T.IFP	RE:Russian plywood ???? maybe some small relevance to a BCC or WFG, but not IFP. even... February 27, 2023

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Bullboard Post History

by dosperros

RE:RE:RE:Decent research

RE:Decent research

Decent research

RE:Oh oh

Blast from the past. One year ago...

Pulp prices signpost a reversion to the mean $6 to $9 mean

RE:RE:RE:RE:And RJ is a cut from $5 to $4.75 (March '23)

RE:Don't expect PE to step up

RE:RE:RE:RE:pulp and paper industry

RE:And RJ is a cut from $5 to $4.75 (March '23)

RE:pulp and paper industry

RE:Analyst Recommendation

And RJ is a cut from $5 to $4.75 (March '23)

RBC Take @ $6/share - lowest multiple I've seen (4x)

RE:Positives

It's also not at risk of BK; learn how to read a statement

Main asset is worth far more in M&A; or 6x more to replace

I'm in now. Clear deep value thesis.

bns Q4/22 First Take – Below Expectations on CFX Miss & 2x4s

RE:Russian plywood

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Bullboard Post History

by dosperros

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