Volume 18, No. 4 April 2024

Participating as industry experts in pulp and paper financing and M & A deals around the world for nearly four 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.

15 April 2024

Transparent Numbers, Please

By Jim Thompson

The published prices for containerboard and OCC continue to vex the industry.

However, the CEO of one major containerboard player, in a confidential personal conversation with me this week, told me his solution. He surveyed his company, found how many subscriptions to the most maligned pricing newsletter they had and cancelled them all.

This is why we have decisive CEOs. It is heartening when these people get out in front of a problem and do something.

Which brings us to your job. Most readers of this newsletter are analysts. Your job is to have in depth conversations with the top people in all the pulp and paper companies and discern which ones are being decisive and effective.

It is one thing to draw opinions from the numbers.

It is quite another to dig into the industry and learn the group knowledge and personality of each company.

Go forth and prosper!

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Note: Neither I or anyone on the Paperitalo staff own any individual pulp and paper stocks.

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Please visit our exclusive sponsor, Norexeco

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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