Conifex Timber Inc | StockChase
5
Conifex Timber Inc (CFF-T)

Last Price Recorded: $5.4800 on 2017-11-17

ON STOCKCHASE SINCE Jan 2013

Forestry

Conifex Timber Inc


Signal Opinion Expert

2013-09-13

STRONG BUY
Conifex Timber Inc (CFF-T)

(Market Call Minute.) Have done a good job in optimizing the plant and there is better news to come.

Forestry
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $7.950
Owned: Unknown

2013-07-25

DON'T BUY
Conifex Timber Inc (CFF-T)

Not a great time seasonally.  He does not follow this one.  He has been exiting this sector.  He is very negative on Canadian housing.

Forestry
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $7.100
Owned: No

2013-06-21

BUY
Conifex Timber Inc (CFF-T)

Likes the lumber industry. This company owns cutting rights to spruce timber and as well as a very attractive biomass project. Feels there are a lot of catalysts in this stock. Lumber prices have come off since Q1, largely due to the seasonal affect as well as news from China that they are less growthy. Over the long-term, she feels this is a fantastic holding. It is a slightly higher cost producer on the lumber side so she has adjusted the Q2 cash flow expectation somewhat. This would be a long-term Buy for her.

Forestry
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $7.560
Owned: Unknown

2013-04-05

TOP PICK
Conifex Timber Inc (CFF-T)

A lumber company that is playing the laggard. Feels the lumber story is still in the 1st and 2nd innings and has a long ways to go. Through this downturn, a lot of the lumber stocks have recapitalized their plants and this company did the same for one of their plants so production output, as well as costs, is moving in the right direction. Margins should improve and expects them to have positive cash flows this year. Trading 2 or 3 points below their peers.

Forestry
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $9.090
Owned: Yes

2013-01-25

TOP PICK
Conifex Timber Inc (CFF-T)

Play on the US housing recovery as well as timber, as they ship to US and Asia. Management bought 3 sawmills in 2006 which have been losing money. Have recapitalized a couple of the mills and are looking for better utilization. With better timber prices, she is expecting it to turn around and will probably have a profitable year. Also, have a PPA (Power Purchase Agreement) with BC Hydro on a plant that they are trying to get financed. Once they get the financing, she expects the stock to get re-rated significantly. Expects a double within 12 months.

Forestry
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $7.990
Owned: Yes

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