Thursday, February 28, 2019 3:34:52 PM
1) Port of Natchitoches meeting minutes indicate that there is a steel company looking to invest $1.7 billion to potentially open a facility (600 jobs) at the Port. BMSPF will need a lot of structural steel to construct their projects so I would be curious if this is a coincidence or something more.
2) Weyerhaeuser is restructuring $750 million in debt. I have long questioned whether they are the fiber supplier to BMSPF. Looks like their bonds were due in 2019, so this could be a coincidence also, but with their timing and timber holdings being "in the area" of our project, I have to wonder . . .
Phillip
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