Louisiana-Pacific

And so if you look at production regions where forests grow, um, it crosses the northern border with Canada quite a bit, and there's quite a bit in, you know, southern the...

There's-- Think of Louisiana-Pacific, the lumber company.

It's called that because there's good forest lands around the delta.

So places where things naturally occur, it may not make sense for Georgia-Pacific or Western Fir from Canada or, um, Weyerhaeuser to say the area they wanted to collect trees from, oh, but only on this side of the border because that pine tree is different if it has a different owner underneath it.

I mean, the numbers that, uh, that a major firm shared with me la- last week is, is that there's been a doubling in the amount of people who actually own individual stocks.

I don't think individuals, I don't think they're buying Louisiana Pacific.

I don't think they're buying Horton.

You know what they're buying.

But I've got to tell you that you're stupid as plywood.

And I don't Louisiana Pacific.

I'm not trying to insult them, but it's orient strand board is your brain.

OK, OSB.

You obviously have a little bit more than a standard dimensional lumber, but the ease of treating, so when you don't have to ship a two-by-four or two-by-six off and have it pressure treated and then ship it back and then wait for that time, there's a lot of cost and time lost in pressure treated lumber and building materials, engineered wood products.

If what we could do is have Citritec all the way up in the front end of the process at the mill, at the engineered wood products company, the biggest wood products companies in the country, the warehouses, Georgia Pacific, Louisiana Pacific, Boise Cascades of the world, those are, are companies that you could start treating the lumber and have some treated, some untreated.

The cost would actually be not that much more.

Now, of course there's value that will be sold, but I, I, I can see a standard.

yeah it was a long list of really impressive people i mean you mentioned a few i'll mention a few too like marta dalton patrick or pat lord uh kevin eden andy goodfellow jimmy dear mark vasquez uh leandro pierta apira um know brennan volbida matt wingham that was fun um you know to say hey by the way uh there's a company there's a guy in the audience here who runs digital for a 200 billion dollar company i'm like how many people are are familiar with 200 billion dollar companies and like no hands went up i'm like well here's one Correct.

From Gold, from Performance Free Service, Link Top, from LP Building Products, it used to be DuPont.

I mean, it was just a great group of people and they really did mix, you know? And I think there was a lot that the B2B people could teach the B2C people, but also in contrast, there were things that B2C people can help the B2B people with around, you know, front-end experiences and battling for the customer's marketing, which I think B2C is, is really, you know, steeped in, you know, we've had conversations about how B2B doesn't do marketing the same way.

So it was a great, great experience.

First, when people often call LP siding, the term gets used too broadly.

The historic concern is the earlier Louisiana Pacific products, particular inner seal oriented, strand board siding.

Not everything LP made and not the company's current products.

Inner seal was widely used in the late 80s and 90s.

A indefinite production curtailment on October 2nd in a few days is going to be out of Jasper, Texas.

That's Louisiana Pacific Corporation.

All right.

So you can get a full breakdown of this freight distress report, according to Noy at FreightWaves.com.