Conifex Timber Inc (TSX:CFF)

Q1 2025 Conifex Timber Inc Earnings Call Transcript

May 12, 2025 / 03:00 PM GMT

Release Date Price: C$0.375 (+15.38%)

Transcript

Key Points

Positve

Conifex Timber Inc (CFXTF) achieved a positive net income of $600,000 in Q1 2025, joining Wes Fraser as one of the few public SPF producers in Western Canada to do so.
The company reported an EBITDA of $4.9 million in Q1 2025, which is approximately 30% of its current equity market capitalization.
Conifex Timber Inc (CFXTF) has access to an affordable supply of quality sawlogs, supporting a two-shift sawmill operation and improving its position on the North American lumber industry cost curve.
The company benefits from higher electricity prices in the opening and closing months of the year, contributing positively to its EBITDA.
Conifex Timber Inc (CFXTF) operates in a fiber supply region with unparalleled self-sufficiency, reducing supply constraints faced by other sawmill operations in British Columbia.

Negative

The company faces higher duty deposit rates, expected to increase to 26.81% in September and potentially 34.45% in November 2025.
Conifex Timber Inc (CFXTF) has cumulative duties of $40.3 million held in trust by US Customs, which could impact financial flexibility.
The company's power plant will undergo maintenance downtime in Q2, reducing its EBITDA contribution during that period.
Conifex Timber Inc (CFXTF) is currently running its mill four days a week on two shifts due to insufficient log supply, affecting capacity utilization.
The company is dealing with a high interest rate of 14% on its loans, which impacts its liquidity and financial costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CFF.TO - Conifex Timber Inc
Q1 2025 Conifex Timber Inc Earnings Call
May 12, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Your conference passcode and.

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Unidentified_2 [2]
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Gentlemen.

Welcome to the kind of fixed Timber Inc. 1 2025 results conference call. I would not like to turn a meeting over to Mr. Ken Shields. Please go ahead.

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Unidentified_3 [3]
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Good morning everyone and welcome to our call covering our Q1 2025 results. I'm in our Vancouver office today, but our Chief Operating

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