Paper pulp stocks have been slammed the last few months, but supply/demand fundamentals still look decent at least for NSBK. I am thinking MERC and CFX.TSE (CFPFUF) are starting to look interesting having declined so much from the summer highs, but it is probably too early to dive in given the macro uncertainty. I am wondering if anybody else has followed these stocks or market pulp cycles in the past and has anything to share about where we are now.
If anyone is interested, I did a brief overview on NBSK market on my blog
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