xenes25’s details
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Weather-bound OSB inventories in distribution and retail yards across North America are reduced. The market is nearing, or is at, bottom. It has been a long wait this winter-spring, but the "real" trading year is about to begin. The m... |
5/20/2013 1:11:19 PM |
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See Cathay news on Google Jan.18/13...what a mess. Ah well, we are toast! |
1/19/2013 1:55:39 PM |
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7/16" sellling 420--430.00/M in Alberta/BC, order files to early Feb/late Feb depending on the mill. I see the wise men in the brokerage community are predicting 275.00 for the 3rd or 4th qtr. They may be right, but for now the ANS earn... |
12/31/2012 6:14:09 PM |
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It's great that forward months are up for lumber, but I fear that results for TMB depend more on pulp and associated debt issues. |
11/28/2012 7:28:01 PM |
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Some of what I have, yes. |
11/15/2012 7:01:21 PM |
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I can only guess that today's buyers are betting on: price of rights (??) + sp next week (??) = more than sp today. |
11/15/2012 3:39:38 PM |
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Because the rights offering is fully backstopped by Brookfield, the existing float of shares will more than double. This dilution means on ex-rights day, the sp has to adjust down. See earlier postings for calculations which speculate on what t... |
11/15/2012 2:21:24 PM |
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Anyone know, in Tebec's product basket, approx percentage lumber sales is of total company sales? Also, percentage of profit, or loss, in total company profit, or loss? Thanks in advance. |
11/15/2012 12:45:36 PM |
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OSB mills now selling into week Dec 17 & 24. No weakness at all from the mill side. Western Canada print f o b mill 335.00 cdn$. Markets are strong, great black ink for producers. Keeping on eye on fiscal cliff talk. SP should settle... |
11/13/2012 3:33:44 PM |
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Prices are up for 3 reasons: 1) very positive permits and starts report from the US today 2) ANS earnings on 10/26 will be excellent, based on last quarter's higher OSB prices 3) 2013 housing in US wil be much better, particularly w... |
10/17/2012 4:49:41 PM |
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