Exhibit 4.2.3 AMENDMENT DATED AS OF MAY 1, 1995 TO CREDIT AND SECURITY AGREEMENT DATED AS OF NOVEMBER 30, 1992 Reference is hereby made to that certain Credit and Security Agreement ("Credit Agreement") dated as of November 30, 1992 among Principal Mutual Life Insurance Company, Aetna Life Insurance Company, The Northwestern Mutual Life Insurance Company, Chemical Bank, Seattle-First National Bank and Bank of America Oregon, and WTD Industries, Inc. and its Affiliates and the Term Notes issued by the Borrowers in connection with the Credit Agreement. Capitalized terms used herein shall have the same meaning ascribed thereto in the Credit Agreement. The Term Note originally issued to Aetna Life Insurance Company was split into two Notes which were sold to Franklin Principal Maturity Trust ("Franklin") and Foothill Group, Inc. The Term Notes originally issued to Chemical Bank, Seattle-First National Bank, and Bank of America Oregon were sold to Oppenheimer & Co., Inc. ("Oppenheimer"). The Credit Agreement is hereby modified as follows: 1. Credit Agreement Section 6.01D is hereby restated to read as follows: D. Tangible Net Worth. Maintain a positive Tangible Net Worth of not less than the respective amount set forth below, at all times during the periods set forth below: Period Tangible Net Worth Effective Date through 7/31/93 $ 6.5 Million 8/1/93 through 4/30/94 $ 8.0 Million 5/1/94 through 4/30/95 $10.0 Million 5/1/95 through 10/31/96 $15.0 Million 11/1/95 through 4/30/96 $13.5 Million 5/1/96 through 4/30/98 $15.0 Million 5/1/98 through 4/30/99 $20.0 Million 5/1/99 and beyond $25.0 Million 2. Credit Agreement Section 6.01G is hereby restated to read as follows: G. Minimum Cumulative Adjusted EBITDA. Maintain a minimum EBITDA (calculated from and including the first day of the first calendar month following the Effective Date) minus (a) actual Capital Expenditures, minus (b) Timber and Timberlands Expenditures Non-Current, of not less than the respective amount set forth below, at all times during the periods set forth below: Period Millions of Dollars -------- ------------------- Effective Date through 4/30/93 0 5/1/93 through 7/31/93 2 8/1/93 through 1/31/94 5 2/1/94 through 7/31/94 10 8/1/94 through 12/31/95 20 1/1/96 through 4/30/96 22.5 5/1/96 through 4/30/97 27.5 5/1/97 through 4/30/98 35 5/1/98 through 4/30/99 50 5/1/99 through 4/30/00 65 5/1/00 through 4/30/01 80 5/1/01 and beyond 80 3. In all other respects, the Credit Agreement shall remain unchanged and in full force and effect. EFFECTIVE DATE: May 1, 1995. PRINCIPAL MUTUAL LIFE THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INSURANCE COMPANY By:___________________________ By:____________________________ Its:__________________________ Its:___________________________ (Pro Rata Interest: 20.235984%) By:___________________________ Its:__________________________ FOOTHILL GROUP, INC. (Pro Rata Interest: 47.228439%) By:____________________________ OPPENHEIMER & CO., INC. Its:___________________________ (Pro Rata Interest: 18.729872%) By:___________________________ Its:__________________________ WTD INDUSTRIES, INC. (Pro Rata Interest: 6.838639%) By:____________________________ FRANKLIN PRINCIPAL MATURITY Its:___________________________ TRUST By:___________________________ Its:__________________________ (Pro Rata Interest: 6.967066%)