Canfor Corporation · TSX:CFP
Canfor — CIBC World Markets Institutional Investor Conference 2005
15 slides from Canfor's conference presentation, Feb 17, 2005
Slide 1: Canfor Corporation
Canfor Corporation CIBC World Markets Institutional Investor Conference February 17, 2005 Presented by: Jim Shepherd, President & CEO JAN04 PAGE 1 >> C A N F O R C O R P O R A T I O N
Slide 2: Forward-Looking Statement Disclaimer
Forward-Looking Statement Disclaimer Certain statements in this presentation, including statements regarding future results and performance, are forward-looking statements based on current expectations. The accuracy of such statements is subject to a number of risks, uncertainties and assumptions th
Slide 3: Business Overview
Business Overview • 13 million m3 of forest tenure Fibre • ISO14001 certified • CSA/SFI certified Lumber • Primary lumber capacity of 5,200 million fbm • 22 sawmills in BC, Alberta and Quebec • Low cost operations • Pulp capacity of 1.2 million tonnes (1.0 mt NBSK and 0.2 mt of BCTMP) Pulp & • Kraft
Slide 4: How Canfor creates value
How Canfor creates value Marketing Operations Fibre JAN04 PAGE 4 >> C A N F O R C O R P O R A T I O N
Slide 5: Marketing value creation
Marketing value creation Tangibles Intangibles Value creation is shifting to meeting the intangibles a customer wants Customer Product Branding Relationships Technology Supply Chain Values JAN04 PAGE 5 >> C A N F O R C O R P O R A T I O N
Slide 6: Supply Chain
Supply Chain JAN04 PAGE 6 >> C A N F O R C O R P O R A T I O N
Slide 7: Growing with our customers
Growing with our customers Home Centre Pro Dealer Industrial Offshore • Home Depot • LMC • Boise • Japan • Lowes • Stock Lumber • Universal • China • Rona • 84 Lumber • Centex • Korea JAN04 PAGE 7 >> C A N F O R C O R P O R A T I O N
Slide 8: JAN04 PAGE 8 >> C A N F O R C O R P
JAN04 PAGE 8 >> C A N F O R C O R P O R A T I O N
Slide 9: Operations value creation
Operations value creation Goal: Get more out of the current asset base through capital and non-capital initiatives • Improve recovery • Increase uptime • Increase margins Focus on the top tiered assets JAN04 PAGE 9 >> C A N F O R C O R P O R A T I O N
Slide 10: Non-capital initiatives
Non-capital initiatives Margin focus Share best practices Quality control Continuous improvement Information systems Employee engagement Customer knowledge JAN04 PAGE 10 >> C A N F O R C O R P O R A T I O N
Slide 11: Capital initiatives
Capital initiatives Need to modernize top tiered assets Lumpy historical capex spend means opportunity to upgrade to the latest technology meeting the changes in fibre Examples: Plateau expansion - meets marketing demands for shorter width and length lumber - Capital geared specifically to handle be
Slide 12: Pulp and Paper: Strategy
Pulp and Paper: Strategy • Focus on reinforcement pulp and the strength of the fibre • Leveraging technical fit with strategic customers • Profitable at the bottom of the cycle • Low cost producer JAN04 PAGE 12 >> C A N F O R C O R P O R A T I O N
Slide 13: Fibre
Fibre • High quality SPF • Increasing AAC • Tenure take-back (increase purchase volume) • Beetle wood opportunity JAN04 PAGE 13 >> C A N F O R C O R P O R A T I O N
Slide 14: Other comments
Other comments Human Resources Strong balance sheet Trade File JAN04 PAGE 14 >> C A N F O R C O R P O R A T I O N
Slide 15: Canfor Corporation
Canfor Corporation CIBC World Markets Institutional Investor Conference JAN04 PAGE 15 >> C A N F O R C O R P O R A T I O N
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