Off to a roaring start
The pulp, paper and forest products industries are off to a roaring start in North America this year. The balance of the world is not doing too bad, either, except for perhaps India, where the Covid-19 pandemic continues with ferocity.
General forward looking economic indicators look good, too, especially in North America.
The challenge now is to not squander the gigantic Free Cash Flow many are experiencing.
Me? I like maintenance and would make sure I have everything in my purview in top shape before this year is over (unless there are assets I wish to dispose). If there ever was a time, this is the time to make good on the statement, "When we get more money, we'll fix that properly."
Send a sop to the shareholders, give the officers small bonuses, but rebuild, renew and renovate. These times won't last forever.
