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Bullboard Post History

by JohnnyTSX


T.IFP

RE:RE:RE:RE:RE:RE:RE:Assets priced at 50% discount

Regarding EACOM, I think they got it for a deal because those mills required...

April 13, 2022

T.IFP

RE:RE:Interfor to Sell Acorn Specialty Sawmill in British Columbia

My guess is the same reason many larger players are divesting in British...

April 13, 2022

T.IFP

Anyone Catch the Volume Into the Close?

Bit of a bump at end of day with bigger than normal volume. Not sure what to...

March 18, 2022

T.IFP

RE:Pdoduction capacity

One takeaway is they are making themselves a tougher takeout target at 5...

November 25, 2021

T.IFP

RE:RE:RE:RE:RE:RE:Price action - buy, sell or hold?

I can't explain CFP, but WFG is likely propped up by its SIB that has a...

July 19, 2021

T.IFP

RE:RE:RE:To much cash

100% agree. I hope the Interfor execs are paying attention... West Fraser is...

July 7, 2021

T.IFP

RE:Valuation...

I'd hate to see another special dividend. Would much rather see them do...

June 30, 2021

T.IFP

RE:Cash market VS futurs

I can tell you that SPF cash sales are presently between $1300-$1400 USD...

June 8, 2021

T.IFP

RE:RE:IFP is discounted to US $550-$600 lumber

Thanks for the post, Stefan. Tbh, I don't think I've ever been more...

June 1, 2021

T.IFP

RE:RE:Volume

Wonder if someone got the news a bit early?

May 27, 2021

T.IFP

RE:Peaked?

I don't believe so because they are still undervalued at $1000/mfbm, let...

May 15, 2021

T.WFG

RE:RE:source to use for monitoring lumber futures?

CMEgroup.com has lumber futures out to Jan 2022.

May 13, 2021

T.IFP

RE:TD

As always, thanks for the share, retiredcf. This company's market cap and...

May 13, 2021

T.IFP

Earnings

The 3rd quarter of the "show me" tour is about to be underway. At...

May 3, 2021

T.IFP

RE:US Tariff Rebates...

No rebates yet. Just a reduction in duties going forward. Duty refunds still...

April 19, 2021

T.WFG

RE:trading dissonance

RSI is a tad overheated. Building a base here is a good thing. Lumber stocks...

April 15, 2021

T.IFP

RE:RE:Looks like West Fraser buyout (hoping)

Can't see it for WFG. CFP a better possibility, but it would cost far...

April 14, 2021

T.WFG

RE:RE:RE:2 billion in shelf prospectus

Suit yourself - the chart is definitely steep, but when you dig into the...

April 4, 2021

T.IFP

RE:RE:Massive sell-off but only these two

The fundamentals remain intact. May futures at $950 USD, July futures at $840...

March 24, 2021

T.CFP

Recent Stock Behaviour

Is ridiculous. Sales at the mill levels are still very strong. If this price...

March 24, 2021