Transcript
Page 1: Lumber Prices & Exports VS Lumber Co Shares

Benchmark Western Spruce-Pine-Fir R/L KD 2x4 #2&Btr

Eastern Spruce-Pine-Fir R/L KD 2x4 #2&Btr Hem-Fir Inland R/L KD 2x4 #2&Btr

Southern Yellow Pine East Side R/L KD 2x4 #2&Btr

All prices US dollars per thousand board feet (net fob mill)

FOUR KEY DIMENSION LUMBER PRICESAugust 2013 to August 2014

Page 2: Lumber Prices & Exports VS Lumber Co Shares

SOURCE: Google Finance

SHARE PRICES: Conifex FP, Resolute FP, Western FP, West Fraser Timber, Canfor Corp

Jan 2013 to August 2014

Share prices of Canadian forest product companies in the past 1.5 years have increased by between 17% and 32%

North American Forest Products CompanyShare Prices August 2013 to August 2014

Page 3: Lumber Prices & Exports VS Lumber Co Shares

CANADIAN SOFTWOOD LUMBER EXPORT BY VALUESTO USA, CHINA, AND JAPAN

2009 to 06/2014

Jan – June 2014 Domestic exports “Wood and articles of wood”: C$4,056,159,226 Jan – June 2013 Domestic exports “Wood and articles of wood”: C$3,672,237,248

Canada Softwood Lumber ExportsVALUES: 2009 to June 2014


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