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Strategic & Financial Arguments(TM)
for the pulp and paper industry worldwide

May 2020

Participating as industry experts in pulp and paper financing and M & A deals around the world  for nearly three decades, we continue to see the same mistakes made over and over.  This newsletter is designed to help you avoid costly mistakes we have seen others make.  We will be giving you one or two points each month to help improve your performance.
 
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By Jim Thompson
 
Who knows what is right and wrong about Covid-19.  However, one measure seems to have been verified and limited enough it can be stated with certainty.  Covid-19 life on cellulose products is half the life it is on plastics (four hours versus eight hours).  

If you think about it, cellulose materials for food preparation and as containers is on something of an optimistic run against its old nemesis, plastics.  After fifty years of plastics looking cool, chic, and up-to-date, cellulose is becoming the favored material for many reasons.  Recyclability and compostability have been big reasons.  Now Covid-19 adds another.

Something to think about as you examine packaging companies--what are their materials mix in their product line/

Have a comment?  Email me at jim.thompson@ipulpmedia.com

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If you have a casual question or a major deal, call me on my personal cell phone - 404-822-3412 or email me at jthompson@taii.com or jim.thompson@ipulpmedia.com. We are here to help.

 

Sincerely,

 


Jim Thompson, CEO
Talo Analytic International, Inc.
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JRT Banker's Engineer