Woodchip supply shortfall looms 23 August 2018 In his recent Quarterly Letter to Shareholders, Managing Director John Sergeant looked at the demand and supply equation for bluegum woodchips for pulp mills in Asia. A recent edition of… Continue reading
Wool clips, wood chips and hungry mills… 1 August 2018 In his quarterly letter to shareholders, MD John Sergeant takes a strategic look at timber/forestry as an investment class. He also discusses the market for timber products and why KIPT… Continue reading