Q: Western forest Products just made a deal to sell 14.500 hectares of forest land to Eastwood Forests. Considering that wef's debt is around $83 million (could you confirm that please) I would call the transaction substantial from WEF's perspective. Do you agree? WEF says they will use the funds to reduce debt and invest in equipment that will allow them to make higher value wood products, such as another kiln. I never sold my small position in WEF but this might be the catalyst to move it up a smidge. Do you agree or do you think this transaction is going to hurt wef in the future since they will have to buy their logs instead of harvesting them from their own land?
Q: With the drop in both CLBT & ASPN today which one do you believe is the better buy today and why. At what price point would you give each as a good and great buy.
Thank you
Q: Any thoughts you have on MAXQ would be appreciated. Anything positive or is it simply a lottery ticket? Have they at least met any of their own internally generated progress schedules? Finally is there any link between MDA and MAXQ?
Jim
Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)
One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.
My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.
Q: Seen this stock drift down almost 20% in the last few weeks. I see they have earnings report in Mid March. Wondering if you have a good explanation for slide despite no obvious news. Not sure if it's tariff related. Your opinion of best of action. Eg Sell or wait for earnings report. Not a big fan of average down when rest of market is flat or going up. Thanks. Chris
Would you be comfortable buying in on POWL at its current valuation? A half position and watching for momentum to change following its decline on deepseek etc.