Fenkell,
Thanks for the post on ANS. We have been watching ANS and agree it starts to look interesting in the low 3s ... that said, he's a philosphical question for you and others on the... login to read the rest
Thanks for the idea . . . a few additional questions:
1. Why does ANS have such higher margins than NBD and LPX if those competitors are so much larger? You mentioned that NBD/LPX have $30... login to read the rest
Thanks for sharing. I have a few questions:
1. What are the components of their cash costs?
2. What is the outlook for Canadian housing?
3. Do you have an estimate for the replacement value of their capacity?
4.
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