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#	AUTHOR DATE SUBJECT
27	member 3/26/19 6:32PM Re: Update? 26
On CLW's Q4 call they stated that they had an issue with their internal controls, the Shelby plant was behind schedule and would ultimately be $80MM over budget. The company also pushed out any expected... login to read the rest 2 view available tags
25	member 11/26/18 7:25PM Re: alcideholder - any news? 24
Pulp prices are fallig in China which leads the US. As you know CLW spends around $190 MM a year on outside pulp. Pulp tends to trend pretty hard so this could be the begining view available tags
24	member 11/26/18 11:54AM alcideholder - any news?
do you see any news today or the last week - stock is reacting nicely but i don't see anything. thanks in advance. view available tags
23	member 11/09/18 9:13AM Re: Re: pretty good 3q numbers 22
they are over-budget by 13%. Not great but given the cost pressures the last few years it's understandable. they kind of hinted at this issue in prior calls i thought so not new. in 2h19 this... login to read the rest view available tags
22	member 11/08/18 9:34PM Re: pretty good 3q numbers 21
I agree. It’s one of those where there are so many catalysts it should work but management is pretty poor. Shelby over budget and almost two years before they reach the run rate they initially view available tags
21	member 11/08/18 4:41PM pretty good 3q numbers
numbers look really good for 3q for clw - guidance for 4th qtr seems generally in line (ex maintenance and ladysmith sale). if tissue gets price and shelby ramp is okay in 2019 this idea should view available tags
20	member 11/08/18 11:22AM Re: Maintenance Capital 19
they averaged 30mm from 2005-2010 so it's definitely possible. I think a safer number to use is 75mm however. I believe a significant portion of the "growth" cap ex in the last 7 years was... login to read the rest view available tags
18	member 11/01/18 12:30PM Re: Re: Re: Re: Re: Re: thanks for the write up and a few questions 17
i have gotten hit so often this year with "higher freight costs" that it's just expected now :-( view available tags
17	member 11/01/18 12:08PM Re: Re: Re: Re: Re: thanks for the write up and a few questions 16
What makes you think that shipping will be a headwind in the quarter? I would expect it would be lower because (1) they are not servicing the lost Kroger business and (2) the start up view available tags
16	member 11/01/18 9:41AM Re: Re: Re: Re: thanks for the write up and a few questions 15
i have heard similar things on the management team and also similar frustrations from other investors. i have to spend more time thinking about the digester. it's clearly not showing up yet - i wonder if... login to read the rest view available tags
15	member 10/31/18 5:06PM Re: Re: Re: thanks for the write up and a few questions 14
The ramp for the digester has been slow. YTD for the US, they have only received about 5MM of benefit. 1MM in the first quarter and 4MM in the second. There are no incremental costs.... login to read the rest 1 view available tags
14	member 10/31/18 3:22PM Re: Re: thanks for the write up and a few questions 13
thanks for the responses. lots to think about. i like the idea. I still can't figure out the 61.5mm. i know you say it's simple math - but can you walk thru it - are you... login to read the rest view available tags
13	member 10/30/18 7:25PM Re: thanks for the write up and a few questions 12
Why do you believe that CLW is angling to replace the sales volume lost from their Kroger account with regional customers? While I agree that could save them a lot on their rising transport costs,... login to read the rest 1 view available tags
12	member 10/30/18 11:56AM thanks for the write up and a few questions
Thanks for the writeup. The stock definitely seem interesting and worthy of more research. Some interesting points I hadn't fully considered, especially on shipping savings. I have a few questions for you, if you have... login to read the rest view available tags
11	member 10/29/18 10:02AM Re: As A Sidnote 10
I appreciate it Bowd but I am really interested in the topic so I don’t mind at all. view available tags
8	member 10/28/18 8:46PM Re: Re: Re: ETF trading 7
Aagold really hits the nail on the head here. It's really all about the NAV of the etf vs the price of the etf. If the demand of the etf drives the price of the... login to read the rest view available tags
7	member 10/28/18 8:07PM Re: Re: ETF trading 6
The vast majority of ETFs are long only, so by definition the beta of the ETF to the underlying will be positive. If the buying pressure on an ETF is stronger than that of the underlying... login to read the rest 2 view available tags
4	member 10/28/18 5:07PM Re: Re: ETF trading 3
A lot of investors are passsive today. I assume much of the volume in the market arrises out of the purchase and sale of ETFs. If there is a missmatch between the basket of stocks... login to read the rest view available tags
2	member 10/28/18 4:30PM Re: ETF trading 1
My thinking is that 1% of 1/3 of 16.5MM shares equals about 60k shares. If there is a 1% decline in the index that would likely suggest that 1% of those shares would be sold. view available tags

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			2018	2019
Price:	23.67	EPS	0	0
Shares Out. (in M):	16	P/E	0	0
Market Cap (in $M):	390	P/FCF	0	0
Net Debt (in $M):	703	EBIT	0	0
TEV (in $M):	1,120	TEV/EBIT	0	0

Description

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