Canexus Corp

CUS-T

Analysis and Opinions about CUS-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 17, 2011
Sodium Chloride prices have not gone up much and are just starting. (For pulp and paper.) 7.6% yield. Has 3 years of tax losses.
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Canexus Corp (CUS-T)
February 17, 2011
Sodium Chloride prices have not gone up much and are just starting. (For pulp and paper.) 7.6% yield. Has 3 years of tax losses.
TOP PICK
TOP PICK
February 2, 2011
Chemical company. Expecting a cyclical recovery so their chemicals will benefit.
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Canexus Corp (CUS-T)
February 2, 2011
Chemical company. Expecting a cyclical recovery so their chemicals will benefit.
DON'T BUY
DON'T BUY
January 22, 2009
Creates pulp chemicals and the pulp industry has not been vibrant for a number of years. Lower-cost producer than Chemtrade (CHE.UN-T). Too early to get into this type of security.
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Canexus Corp (CUS-T)
January 22, 2009
Creates pulp chemicals and the pulp industry has not been vibrant for a number of years. Lower-cost producer than Chemtrade (CHE.UN-T). Too early to get into this type of security.
BUY
BUY
April 16, 2008
Good management team. Solid ownership backing behind it. Prospects are going to look better over the next 12 months. Factories are being taken down in North America, which should help from the supply side. Also have some wonderful opportunities in South America, which will be the primary pulp and paper producer for the planet. 11% yield should be safe.
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Canexus Corp (CUS-T)
April 16, 2008
Good management team. Solid ownership backing behind it. Prospects are going to look better over the next 12 months. Factories are being taken down in North America, which should help from the supply side. Also have some wonderful opportunities in South America, which will be the primary pulp and paper producer for the planet. 11% yield should be safe.
WATCH
WATCH
September 21, 2007
In chemical manufacturing business. U.S dollar driving its price down. Highly leveraged play on U.S dollar. For those with strong stomach for volatility.
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Canexus Corp (CUS-T)
September 21, 2007
In chemical manufacturing business. U.S dollar driving its price down. Highly leveraged play on U.S dollar. For those with strong stomach for volatility.
COMMENT
COMMENT
July 27, 2007
Provide crucial chemicals to the pulp and paper industry. Just came out with very poorer numbers, but a lot of them were one-time items. Excellent assets and best cost structure in the industry. 15% distribution, which he wouldn't mind seeing cut in order to maintain good cash flow.
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Canexus Corp (CUS-T)
July 27, 2007
Provide crucial chemicals to the pulp and paper industry. Just came out with very poorer numbers, but a lot of them were one-time items. Excellent assets and best cost structure in the industry. 15% distribution, which he wouldn't mind seeing cut in order to maintain good cash flow.
COMMENT
COMMENT
July 23, 2007
Very exposed to the Cdn$, which has had a negative effect on the price. This is the low-cost operator within their space, because of their access to very cheap power.
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Canexus Corp (CUS-T)
July 23, 2007
Very exposed to the Cdn$, which has had a negative effect on the price. This is the low-cost operator within their space, because of their access to very cheap power.
BUY
BUY
July 28, 2006
In the pulp/chemical business. Has an advantage over its peers as its plants are located in areas with very low power costs.
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Canexus Corp (CUS-T)
July 28, 2006
In the pulp/chemical business. Has an advantage over its peers as its plants are located in areas with very low power costs.
BUY
BUY
May 19, 2006
Has had tremendous underperformance because of the volatility of the sodium chlorate market. They will not have the problems of other companies as their plants have access to cheap power.
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Canexus Corp (CUS-T)
May 19, 2006
Has had tremendous underperformance because of the volatility of the sodium chlorate market. They will not have the problems of other companies as their plants have access to cheap power.
BUY
BUY
May 12, 2006
A low cost producer of pulp chemicals in a market that is contracting. Likes this company.
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Canexus Corp (CUS-T)
May 12, 2006
A low cost producer of pulp chemicals in a market that is contracting. Likes this company.
DON'T BUY
DON'T BUY
April 28, 2006
Has been hit when a number of pulp/paper mills have been shut down as they have been the supplier of sodium chlorate. Their big advantage is electricity costs. The price of sodium chlorate has remained relatively firm. There is a huge overhang because of the 61% ownership by Nexun.
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Canexus Corp (CUS-T)
April 28, 2006
Has been hit when a number of pulp/paper mills have been shut down as they have been the supplier of sodium chlorate. Their big advantage is electricity costs. The price of sodium chlorate has remained relatively firm. There is a huge overhang because of the 61% ownership by Nexun.
BUY
BUY
October 7, 2005
One of their main products, caustic soda, is doing quite well. One of the lowest cost producers. Good price.
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Canexus Corp (CUS-T)
October 7, 2005
One of their main products, caustic soda, is doing quite well. One of the lowest cost producers. Good price.
BUY
BUY
August 19, 2005
A spinout of the chemicals division from Nexen (NXY-T). A good model for the income trust, because of their significant market share in the business. Coming out at a fairly high payout ratio, mid 90%'s, and believes this will go down. A low cost provider. Electricity is a big part of their costs and they are one of the lowest cost producers.
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Canexus Corp (CUS-T)
August 19, 2005
A spinout of the chemicals division from Nexen (NXY-T). A good model for the income trust, because of their significant market share in the business. Coming out at a fairly high payout ratio, mid 90%'s, and believes this will go down. A low cost provider. Electricity is a big part of their costs and they are one of the lowest cost producers.
Showing 76 to 88 of 88 entries