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kipp440

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kipp440

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Re: cl001 post# 1422

Monday, 03/29/2010 12:12:57 PM

Monday, March 29, 2010 12:12:57 PM

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TMB.TO - TEMBEC Presentation

http://www.tembec.com/public/Investisseurs/Presentations/presentationParagraphs/0/presentationFile_en/AGM%20-%20January%2028,%202010.pdf

I looked at this 60 day old (Pre Earthquake) presentation over the weekend. I'm not sure if anyone discussed the loss carry forward yet or not, it is discussed in the presentation, along with all of the drastic layoffs, plant closures, reduction in SG&A, etc, etc. Any upside will go right to the bottom line as they are running mean and lean. The more I look at this stock the more I like my holdiong it for a while. Thanks cl001 for another diamond in the rough!

Kipp

http://www.tembec.com/public/Investisseurs/Presentations/presentationParagraphs/0/presentationFile_en/AGM%20-%20January%2028,%202010.pdf
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