OpexLens: Why are sawn timber prices rising?

OpexLens
Rovshan Aliyev, Member of the Management Board, Vice President for Finance and Investments of Segezha Group, answered your questions. You can always discuss the company’s shares on the Segezha Group shares forum: 00:00 Introduction 01:00 What is the reason for the sharp increase in profits in 2021? 02:40 Business dependence on prices 05:50 Will timber prices fall after the recent strong growth? 07:50 Correlation of commodity prices with CME Lumber futures? 12:20 Terms of contracts 14:40 Share of the construction sector in Segezha’s revenue 16:00 Indicators of the price environment 19:30 What is the cost price of 20:10 How long is the price cycle for sawn timber? 21:40 When will lumber prices adjust? 22:30 Are current high prices undermining demand? 23:50 Geography of sales of Segezha Group 26:50 Share of logistics in the cost structure 28:00 Segment marginality 32:50 Anti-dumping duties and plywood export from Russia 35:30 Purchase of Inter Forest Rus 39:30 Purchase prices of logging 40:40 Audit of assets of Inter Forest Rus 42:40 Reasons for low labor productivity 44:40 Recovery of wood raw materials 46:20 Bringing projects to full capacity 48 : 20 Impact of the developer crisis in China 49:50 Decline in sales 51:40 Who are Segezha’s main competitors? 55:30 The most marginal products 57:50 Prospects for SLT panels 59:00 Presentation in Russian #smartlabonline #SegezhaGroup30 The most marginal products 57:50 Prospects for SLT panels 59:00 Presentation in Russian #smartlabonline #SegezhaGroup30 The most marginal products 57:50 Prospects for SLT panels 59:00 Presentation in Russian #smartlabonline #SegezhaGroup

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