What is the outlook for timber production volumes and pricing in the upcoming months?

Answer

The press release you provided does not contain any specific figures or commentary about Conifex Timber Inc.’s outlook for timber production volumes or pricing in the coming months. It only announces that the company will publish its second‑quarter 2025 results on August 14 2025 and that a conference call will be held at 8:00 a.m. Pacific (11:00 a.m. Eastern) to discuss those results.

What this means for you

How to obtain the outlook

1. Listen to the conference call (or read the transcript).
   
   Management typically uses the call to provide forward‑looking commentary on production volumes, pricing expectations, and market dynamics. The call will be the most direct source for the information you’re after.

2. Review the Q2 2025 results when they are released.
   
   The earnings release (often a press‑release or an earnings presentation) usually includes:

   • A “Management Discussion & Analysis” (MD&A) section that outlines production performance versus plan.
   • A “Outlook” or “Guidance” slide that may give a forecast for the next quarter or the full year.
   • Pricing commentary, such as average realized prices for saw‑logs, pulpwood, or finished lumber, and any expected price trends.

3. Check subsequent filings (e.g., MD&A, Management’s Discussion & Outlook) on the TSX or the company’s investor‑relations website.
   
   Companies often file a more detailed “Outlook” document a few weeks after the earnings call, especially if there are material changes to production or pricing expectations.

4. Monitor industry sources for broader market context.
   
   Even if Conifex’s own guidance is modest, the North‑American timber market is influenced by:

   • Housing‑starts data (which drives demand for soft‑wood lumber).
   • Log‑price indices (e.g., the Softwood Lumber Index, the Canadian Forest Products Association price surveys).
   • Currency movements (CAD/USD) that affect export‑import dynamics.
   • Seasonal factors (e.g., spring‑log harvest windows, winter weather constraints).

What you can reasonably expect (based on typical industry patterns)

• Production volumes:
  
  In the second half of the year, many western‑Canadian timber companies see a moderate increase in log‑harvest volumes as the spring‑log season (April–June) ramps up. If Conifex follows the usual cycle, Q3 2025 could show a single‑digit to low‑double‑digit percent rise in harvested volume versus Q2, assuming no major weather or operational disruptions.

• Pricing:
  
  Timber pricing is usually seasonally volatile. Historically:

  • Saw‑log and pulp‑log prices tend to soften in the summer (July–August) due to higher supply from the spring‑log season, then tighten again in the fall as demand from construction and export markets picks up.
  • Lumber prices are closely tied to housing‑starts; if the housing market remains strong, finished‑product prices may hold or even rise, but a slowdown in new‑home construction could pressure them downward.

These patterns are general industry trends and not Conifex‑specific forecasts. The exact outlook for Conifex will be clarified in the Q2 2025 results and the accompanying conference call.

Bottom line

• The current press release does not provide the specific outlook you’re seeking.
  
• To get the definitive answer, you’ll need to wait for the Q2 2025 earnings release on August 14 2025 and the subsequent conference call, where management will likely discuss production‑volume expectations and pricing trends for the upcoming months.
  
• In the meantime, you can prepare by reviewing typical seasonal dynamics in the Canadian timber market and by monitoring broader macro‑economic indicators that often drive timber pricing.