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Bullboard Post History

by Nbsk


T.ATRL

Short?!

So i've been thinking about the ~8M shares short position... it's not...

January 15, 2021

T.CFX

Favorable trends keeps on going, stock lagging

Mans Johansson just bought 800k$ of Canfor Pulp. He's an insider from...

January 15, 2021

T.CFX

Pulp prices rising gangbuster!

Pulp prices rising gangbuster!   https://twitter.com/FastmarketsRISI...

December 26, 2020

T.ATRL

New owner musings

I just took a position in SNC (before its too late!) Thank you Gabriel for...

December 23, 2020

T.CFX

NBSK prices rising (up ~19% in 4 months)

"Mets Fibre to increase prices for Mets Pine (NBSK) pulp...

December 10, 2020

T.CFX

Looking forward

Q3 will not be great with July curtailments, shutdown for capital upgrade and...

September 18, 2020

T.TS.B

Why hard lock up the votes while better offer cooking?

This is reminescent of the awful Fibrek take-over with its the hard lockup...

July 14, 2020

T.CFX

Recent positive trends

We know that virgin NBSK pulp is widely used for toilet paper, worldwide...

May 3, 2020

T.CFX

Ok Q1

Solid Q2 projected. Dividend dropped. Reduced capex planned. The wood side...

April 23, 2020

T.CFX

Pulp boom?

Toilet paper is not discretionary, demand is holding up, even booming...

April 21, 2020

T.CFX

RE:RE:RE:This is a buy when div hits 8%.

sorry to disagree but the NBSK pulp made by CFX is used a lot to make tissue...

March 17, 2020

T.INE

Impressive deal!

Great job explaining the rationale. M. Tellier is one sharp cookie! Innergex...

February 6, 2020

T.BLX

Kudo to the new CFO!

That's one hell of a refi. All debt consolidated and extended, saving 15M...

November 29, 2019

VNRCF

Moving on

While my preference was to keep holding Valener, the vote has decided and we...

June 12, 2019

VNRCF

RE:RE:The real numbers behind VNR revealed

Have not received it yet. It seems they just sent it on May 7 while it's...

May 10, 2019

FTPLF

RE:RE:RE:Debentures plunge to $60

Thank you Contrarian. The tmxmoney site overstates the debenture trades by a...

May 3, 2019

FTPLF

RE:Debentures plunge to $60

Good catch, Sculpin. Can you help me figure the $ amount of debentures that...

May 3, 2019

T.CFX

Looking forward

Q1 was impacted by significant operation problems in january and prices...

May 2, 2019

FTPLF

RE:RE:RE:RE:Chinese/mofcom duties on DP terminated!

Strange indeed. Also, for the last many years there always has been a press...

May 1, 2019

FTPLF

RE:RE:Chinese/mofcom duties on DP terminated!

Fortress was subject to a 13% duty. The impact was estimated at $150 per ton....

April 24, 2019

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