GLG News by Commercial Printing Experts

Dave HillmanIndependent ConsultantDave Hillman

Newsprint: it's demise was grossly exaggerated!

November 29, 2010

Prices have stabilized and there is better parity between East and West Coasts at around US$640/mt in the East and $625/mt in the West for the most popular 30# grade. Order books are full and publishers appear comfortable with these prices. Supply has diminished sharply with a number of mill/papermachine closures since 2008. . The big difference has been the revived export market with one tonne being exported for every two tonnes shipped to North American publishers.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

The AkbasPost: Nuance Communications rumored to be buyout target for Apple

November 24, 2010

Analysis of:The AkbasPost: Nuance Communications rumoured to be buyout target for Apple | bit.ly

Nuance Communications the Massachusetts-based speech, imaging and keypad solutions company is rumored to be a buyout target for California-based Apple.

Dave HillmanIndependent ConsultantDave Hillman

OCC Prices Continue To Climb - What Are The Drivers?

November 17, 2010

OCC (old corrugated cartons) is in great demand in China because of all the new board machines which have been installed by Nine Dragons, Lee & Man and Chenming Shandong (among others). Prices are now as high as $290/mt delivered to a Chinese port and expected to reach $300/mt by year end. India and Mexico are two other major markets for US OCC.US recovery rate is at an impressive 81%.Domestic URB and CRB mills all have 3 week backlogs and have contracts for OCC generated by big box stores.

Dave HillmanIndependent ConsultantDave Hillman

Surprise! Indonesian Market Pulp Mill Starts Up With No Fanfare

November 17, 2010

Kertas Nusantera restarted its idled mill last week with unbleached hardwood (acacia and/or eucalyptus) which it will make for 3-4 weeks before making fully bleached pulp. The mill's design capacity is 585,000mt/year which may make a slopply Asian hardwood market even sloppier. The mill had been idle for a year and no notice was given of its intended start up. Wood supply (chips) are supposedly not a problem for the mill...although this has generally been a problem for some other mills.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

EMC to Buy Isilon Systems for $2.25 Billion

November 16, 2010

Analysis of:EMC to Buy Isilon Systems for $2.25 Billion | akbaspost.blogspot.com

EMC is paying $2.25 billion for Isilon Systems, a Seattle company that provides network storage.

Dave HillmanIndependent ConsultantDave Hillman

Bellweather UFS Shipments & Prices Decline In October

November 1, 2010

UFS, primarily cut-size copybond and offset printing paper, saw September shipments decline to 782,000, an average of 6% decline from August. Imports from Portugal, Mexico, Indonesia and China amounted to 681,000 an 11% increase from August. Buyers are exhibiting less and less brand loyalty. A decade ago UFS shipments totaled 1 million tons/month.Prices sagged $20/st. Envelope was an exception as buyers reported tight supplies and lean inventories. Thermal Imaging papers also were strong.

Rick SheaPresidentShea Marketing Consulting Inc.

Kellogg's Leadership in the Cereal Market Under Attack

October 28, 2010

We are what you would call a heavy user household for the cereal category .With 4 teenage and junior high school kids what could be easier on those busy Monday through Friday mornings than a quick bowl of cereal. It’s convenient, nutritious and tastes good. The adult brands like Special K and Fiber One also work well for Mom and Dad.

Dave HillmanIndependent ConsultantDave Hillman

GP Decides On Louisiana and Arkansas For Next Generation Premium Tissue Machines

October 27, 2010

GP had four choices: Port Hudson, LA, Crossett, Arkansas, Palatka, FL or the former Alabama River mill in Claiborne, AL. Port Hudson and Crossett were chosen - both are fully integrated mills. The new machines will be GP-developed premium facial tissue machines resembling the TAD concept. These machines will consume less energy, have increased output as well as greater softness and absorbency. The total cost of the project is $550 million

Dave HillmanIndependent ConsultantDave Hillman

Weak Dollar Motivates Koehler To Move Thermal Imaging Production To US

October 26, 2010

Thermal Imaging papers are growing at the rate of 6-7%/year. Koehler is Europe's biggest with 3 German papermills. They are #2 in N.A. after Appleton. Kanzaki is #3. They considered the shuttered Kimberly,WI mill then decided instead on an integrated mill in SC which could reduce their pulp costs. In 2008 this plan was postponed. Now the combination of transportation costs plus the weak dollar has motivated them to again consider this move - perhaps within the next few weeks.

Dave HillmanIndependent ConsultantDave Hillman

NBSK Market Pulp Prices Stabilize in October

October 25, 2010

Since July NBSK has fallen $70/admt to a list of $970/admt although spot prices are considerably below that. Inventories rose a total of 9 days of supply from July through Sept. but now have turned around and fallen 2 days to 32 from 34 days. Consequently two major producers said they do not intend any price reductions this month. Shipments of Softwood to Europe, North America and China are remaining quite robust while Hardwood is suffering a decline in China due to new domesticproduction

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