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Conifex Timber (TSE:CFF)
TSX:CFF
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Conifex Timber (CFF) Price & Analysis

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CFF Stock Chart & Stats

C$0.12
>-C$0.01(-1.41%)
At close: 4:00 PM EST
C$0.12
>-C$0.01(-1.41%)

Bulls Say, Bears Say

Bulls Say
Secured Lender FinancingSignificant lender support (Pender advances and a $19M BDC term loan) materially reduces near‑term refinancing and covenant risk, providing liquidity to execute quick‑payback capex and inventory rebuilds. This financing underpins the recovery plan, though further capital may still be needed.
Clear Operational Recovery PlanManagement’s explicit 2026 transition plan to move from curtailed single‑shift to steady two‑shift operations creates a durable pathway to lower conversion costs and better fixed‑cost absorption. Two‑shift conversion saves roughly $50–$70 per 1,000 board feet and can deliver sustained EBITDA‑positive months if pricing and duty conditions stabilize.
Local Timber Supply AdvantageOperating in a region with surplus sawlog availability supports lower delivered log costs and more reliable inventory access. Post‑improvement McKenzie expects to sit in the bottom half of the SBF cost curve and benefits from a richer B.C. mix, structurally supporting margins versus higher‑cost competitors over the medium term.
Bears Say
Weakened Balance SheetRising debt alongside a materially reduced equity base erodes the capital cushion, increasing leverage and financial fragility. This magnifies cyclicality, raises refinancing and covenant risk, and constrains the company’s ability to fund working capital, rebuild inventories, or pursue strategic capex without costly or dilutive financing.
Weak Cash GenerationPersistent negative operating and free cash flows show the business is not self‑funding and relies on lender advances. This limits reinvestment capacity, increases dependence on external financing for inventory and quick‑payback projects, and reduces resilience to prolonged price or demand downturns.
High U.S. Duties And CurtailmentsA sharply higher U.S. duty/tariff burden (45.16%) materially weakens export economics and drove curtailments and a large 2025 net loss. Structural trade barriers can sustain lower volumes, force higher per‑unit fixed costs, and limit the company’s ability to convert improved pricing into durable free cash flow.

Conifex Timber News

CFF FAQ

What was Conifex Timber’s price range in the past 12 months?
Conifex Timber lowest stock price was C$0.06 and its highest was C$0.45 in the past 12 months.
    What is Conifex Timber’s market cap?
    Conifex Timber’s market cap is C$4.69M.
      When is Conifex Timber’s upcoming earnings report date?
      Conifex Timber’s upcoming earnings report date is May 12, 2026 which is in 14 days.
        How were Conifex Timber’s earnings last quarter?
        Conifex Timber released its earnings results on Mar 23, 2026. The company reported -C$0.28 earnings per share for the quarter, missing the consensus estimate of N/A by -C$0.28.
          Is Conifex Timber overvalued?
          According to Wall Street analysts Conifex Timber’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Conifex Timber pay dividends?
            Conifex Timber pays a Notavailable dividend of C$0.2 which represents an annual dividend yield of N/A. See more information on Conifex Timber dividends here
              What is Conifex Timber’s EPS estimate?
              Conifex Timber’s EPS estimate is -0.25.
                How many shares outstanding does Conifex Timber have?
                Conifex Timber has 40,767,710 shares outstanding.
                  What happened to Conifex Timber’s price movement after its last earnings report?
                  Conifex Timber reported an EPS of -C$0.28 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 7.143%.
                    Which hedge fund is a major shareholder of Conifex Timber?
                    Currently, no hedge funds are holding shares in TSE:CFF
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Conifex Timber

                      Conifex Timber Inc. primarily manufactures and sells lumber products in the United States, China, Canada, Japan, and internationally. It is involved in the timber harvesting, reforestation, and forest management activities; manufacture of finished softwood lumber from spruce, pine, and fir logs; manufacture, sale, and distribution of dimension lumber; processing logs into lumber and wood chips, as well as by-products or residues, such as trim blocks, sawdust, shavings, and barks; and providing value added lumber finishing services. It also develops bioenergy and bio products; and operates a 36 megawatt biomass power generation plant, which produces renewable energy for commercial sale. The company was formerly known as West Fourth Capital Inc. and changed its name to Conifex Timber Inc. in June 2010. Conifex Timber Inc. was incorporated in 2007 and is headquartered in Vancouver, Canada.

                      Conifex Timber (CFF) Earnings & Revenues

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