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Re: miningguy2004 post# 11094

Friday, 09/01/2017 1:38:40 PM

Friday, September 01, 2017 1:38:40 PM

Post# of 11961
No problem. Looks like they weren't hit by Harvey. In thinking about the supply and construction impact on BMSPF, I was wondering how the timber industry and fiber supply could be hurt. On one hand if building materials such as lumber were in high demand, it could hurt the price for fiber. On the other hand, if the fiber is truly from logging byproducts and a waste product, maybe the high anticipated demand for timber could create a surplus of waste that needs to be disposed of. Dunno. 'Just theories.

As a side note, with the amount of drywall that needs to be replaced due to flooded homes, I bought into a gypsum wall board company today. We'll see if it's a boon to the industry or not. Some were saying investing in automotive companies could be a good move as people rush to replace their cars with insurance payouts for flood damaged vehicles.

Phillip