Author Topic: RFP - Resolute Forest Products Inc  (Read 27743 times)

SharperDingaan

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Re: RFP - Resolute Forest Products Inc
« Reply #40 on: March 02, 2016, 08:05:05 AM »
There are currently so many better choices out there for your $, and patience; that it is well worth while taking the lumps & moving on. Glencore, Billiton, Anglo, Barrick, potash, big oil, etc., etc Ė versus pulp & paper & more restructuring.

SD


A_Hamilton

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zenith

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Re: RFP - Resolute Forest Products Inc
« Reply #42 on: May 13, 2016, 10:03:12 AM »
Their was a large block traded a few days ago, it was Steelhead selling more of their stake and Prem bought those shares.

Ballinvarosig Investors

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Re: RFP - Resolute Forest Products Inc
« Reply #43 on: February 03, 2017, 03:08:31 AM »

Ballinvarosig Investors

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Re: RFP - Resolute Forest Products Inc
« Reply #44 on: June 27, 2017, 06:20:11 AM »
http://business.financialpost.com/news/economy/u-s-slaps-more-duties-on-canadian-lumber-shipments/wcm/390653ed-2379-4a98-b072-b2d4407b41fa

This is the last thing that RFP need now. They sustained negative free cash flow of $100m in just the last quarter alone. with only $39m of cash on hand and with $340m available on their revolver, the company really is skating close the the edge here. I am starting to think if anything, this company might be an interesting short.

FFHWatcher

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Re: RFP - Resolute Forest Products Inc
« Reply #45 on: January 03, 2018, 08:43:22 AM »
http://business.financialpost.com/news/economy/u-s-slaps-more-duties-on-canadian-lumber-shipments/wcm/390653ed-2379-4a98-b072-b2d4407b41fa

This is the last thing that RFP need now. They sustained negative free cash flow of $100m in just the last quarter alone. with only $39m of cash on hand and with $340m available on their revolver, the company really is skating close the the edge here. I am starting to think if anything, this company might be an interesting short.

$4.20 at the time of this post which was virtually the 52 week low (June 27/2017)
$11.30 currently (Jan 3, 2017) which is close to 52 week high

Hoping no one went short.

Another FFH favourite is up...
Heck, even Blackberry is up to $16 from $10. or so from the low in 2017.  Might these two turnaround stories that FFH is heavily invested in actually turnaround?  I guess if you wait 5-10 years, most companies will eventually turnaround?

KFRCanuk

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Re: RFP - Resolute Forest Products Inc
« Reply #46 on: January 12, 2018, 02:09:41 PM »
http://www.cbc.ca/news/business/china-cryptocurrency-quebec-manitoba-mining-1.4484307

===
Alain Bourdages, a company vice-president at Montreal-based Resolute Forest Products Inc, said by phone that the company has been contacted by cryptocurrency companies about possibly sharing their existing production sites, or ones that are no longer in use.

"We are looking at this prudently," he said. "It's an interesting opportunity that could generate value."
===

maybe4less

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Re: RFP - Resolute Forest Products Inc
« Reply #47 on: January 28, 2019, 10:42:43 PM »
Anyone looking at this again? Lumber prices are the usual rollercoaster, but pulp prices are way up over the last year apparently because China no longer wants to buy recycled paper. They are making money hand over fist right now and have paid down most of their financial debt. However, it's unclear to me how long new supply will take to come online.

Any thoughts are appreciated.

Spekulatius

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Re: RFP - Resolute Forest Products Inc
« Reply #48 on: January 29, 2019, 03:55:33 AM »
No discussion of RFP is complete without discussion the pension issue - there is still a $1.088B funding gap in addition to the ~$600M in debt. I also noticed some share dilution bleed, but havenít looked at the root cause.

Personally, I donít care for it - they are just into many crappy business at the same time. There are very reasonably priced companies in the container board /packaging business (PKG etc) or even lumber (WY) and this is where I am keep watching (donít own anything yet).
« Last Edit: January 29, 2019, 08:21:19 AM by Spekulatius »
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