Shuffling the Deck

Volume 14, No. 6 June 2021

Strategic & Financial Arguments (TM)

for the pulp and paper industry worldwide

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.

Shuffling the Deck

By Jim Thompson

Seems as though companies are taking this season to realign and set a new course for the future.

Some highlights...

Paper Excellence is picking up Domtar and will probably continue turning Domtar into a pulp and brown paper company.

Verso dumped the facility in Duluth, Minnesota which will likely now become a tissue mill.

Meanwhile, a short 350 miles away, Clearwater in Neenah, Wisconsin, is shutting down a tissue mill and exiting the "away from home" tissue market.

Then there is WestRock, which, under new leadership, is realigning its senior divisional leaders.

It is never dull in the pulp and paper industry.

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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