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Bullboard Post History

by dosperros


T.CFF

"Some of you have asked about cash..."

-Asked by investors -Asked by Board -Asked to present to BOD next meeting...

August 12, 2020

T.CFF

Per call: will be producing 50 million FBM in Q3.

Not bad.  Assuming that mostly ships, that could be huge. Every +$10 = ...

August 12, 2020

T.CFF

RE:RE:RE:RE:Expectations from Next Week

This is great advice - -thank you!  I largely ignore the day to day and...

August 11, 2020

T.CFF

Yet... more work needs to be done. The P/B is in the gutter

As a quick skim, CFF has a price to book of about 0.44 whereas IFP, CFP and...

August 11, 2020

T.CFF

RE:RE:Up Up and Away

Awesome.  Thanks for fighting the good fight with respect to IR and...

August 11, 2020

T.CFF

RE:RE:Expectations from Next Week

Blah blah blah. Here's my take on Ken when he's advocating for...

August 5, 2020

RFP

Big beat.

Street expecteing -0.30 EPS; actual is +0.07.  Not bad. Amazinly they...

July 30, 2020

T.CFP

RE:RE:RE:RE:RE:RE:RE:RE:What's working

All three companies are solid.  CFP and WFT are traditionally vertically...

July 28, 2020

T.CFP

More CC comments re: M&A

I was writing this from the Confiex perspective but worth sharing. The...

July 28, 2020

T.CFF

Canfor is out to wheel and deal....

The except below (Canfor’s Q2-2020 CC) is worth a read.  Canfor is...

July 28, 2020

T.CFF

RE:RE:Good intel on Mack's start-up, thanks

Agree on all points.  I tend to be bullish on lumber as it is going to...

July 28, 2020

T.CFF

Good intel on Mack's start-up, thanks

I suspect there is a conservative undertone to this statement from Neeser, in...

July 27, 2020

T.CFF

Aspirational traders - this is the big leagues

It'll build character so hang in there.  Historically high risk high...

July 24, 2020

T.CFF

RE:I hope Morningstar Quant is right

Sorry, it's not. Best quick and dirty valuation on this thread is a...

July 21, 2020

T.CFF

RE:Futures up again - $548 for Sept 2020

Look foreard a year -- the next 12 months will be (or could be locked in...

July 17, 2020

T.CFF

RE:Conifex and Canfor are pretty tight.

  I should have substantiated the math.  The deal for $30M for 200...

July 16, 2020

T.CFF

RE:Q3 run rate

I beleive it's full bore on 2 shifts. If they have the fibre (no fires...

July 16, 2020

T.CFF

Conifex and Canfor are pretty tight.

This was a great deal for both in 2015 (presser pasted at bottom). ...

July 16, 2020

T.CFF

Futures gained $71 (no typo) today. At $570 US. $775 CAD.

Holy cow. What a day and long overdue. There is going to be an absurd amount...

July 10, 2020

T.CFF

RE:RE:RE:I should show my math given I said "easy $3/share"

Wow, that's how to do a detailed financial assessment.  This is also...

July 9, 2020

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