Conifex Timber Inc. (CFF:CA) Q2 2026 Earnings Call Transcript

SA Transcripts 161.84K Followers Follow Conifex Timber Inc. ( CFF:CA ) Q2 2026 Earnings Call August 14, 2026 12:00 PM EDT Company Participants Kenneth Shields - Chairman & CEO Conference Call Participants Christian Reiter Presentation Operator Thank you for standing by. This is the conference operator. Welcome to the Conifex Timber Inc.'s Second Quarter 2026 Results Conference Call. [Operator Instructions] I would now like to turn the conference over to Ken Shields, CEO. Please go ahead. Kenneth Shields Chairman & CEO Well, thank you very much, and good morning, everyone, and welcome to our call covering our second quarter and 6 months results. I'm Ken Shields, the Chair and CEO of Conifex, and I'm joined today by our CFO, Trevor Pruden; and our President and Chief Operating Officer, Andrew McLellan. Let's quickly set aside a housekeeping item. We will be making forward-looking statements and references to non-IFRS measures and therefore, call your attention to the warning statements set out on Pages 1 and 2 of our management discussion and analysis document dated August 14, 2026, that we released this morning. On our previous calls with you in March and May of this year, we expressed our belief that 2026 will be a transition year for Conifex. Curtailments in single shift operations in the first half of 2026 would help us reserved cash and would limit EBITDA losses during a period of high duties and low lumber prices. We also disclosed that management with advancing initiatives with the aim of securing additional funding recognizing that the resumption of operations in the back half of 2026 is contingent on securing additional funds. The Mackenzie timber supply area supports 2 distinct harvesting season. the winter logging season is our next available operating window. We will assess the near-term timing of our restart based on lumber market conditions prevailing at the