GLG News by Commercial Printing Experts

Rick SheaPresidentShea Marketing Consulting Inc.

Coffee Market Competition Remains Hot

October 20, 2010

Americans love their coffee and despite rising prices the love affair continues. Americans consume over $45 Billion dollars worth of coffee every year. Retail coffee shops like Starbucks drive most consumption but foodservice locations (offices, hotels, schools, restaurants) and the supermarket and grocery channel also drive strong sales. Despite a fickle and price sensitive consumer, coffee consumption continues to grow. As one would expect competition remains intense with ever growing crossover of retail brands (Starbucks, Dunkin Donuts, Caribou, Peets) into the home and foodservice channels.

Dave HillmanIndependent ConsultantDave Hillman

Pulp Prices Continue To Slide As Orders Sag

October 19, 2010

Traditionally the 3Q is the slowest of the year, the 4Q the best. Inventories have to be rebuilt after the summer shut downs. 2010 was no different except Chinese buyers decided to steeply draw down their inventories so they could stop buying and force pulp suppliers to drastically reduce prices (i.e. $100-200/admt). This plan didn't work. Prices did slide from a high of $1040/admt down to $990 and now, lately, to $970/admt. More pulp mills have had to drop to stay competitive.

Dave HillmanIndependent ConsultantDave Hillman

Acetate Dissolving Market Pulp Is Booming!

October 19, 2010

China, Indonesia and India are leading the surge in demand for the acetate dissolving pulp from which rayon fabric is produced. Spot prices in the 2Q were at $1600/admt vs. a list of about $1150-1250/admt. In the 3Q list prices were raised to $1350/admt. Now rumor has it that producers will announce a whopping $200/admt price hike on January 1st to bring the list up to $1550.The former Canadian NBHK mill, Thurso, has restarted and is upgrading to dissolving pulp...and is already 75% sold.

Dave HillmanIndependent ConsultantDave Hillman

Chinese Pulp Buyers Fail To Drive Down Prices

October 8, 2010

The 3Q is traditionally the slowest in the year since northern European paper mills go on holiday in July with southern European mills going on holiday in August. This significantly reduces global pulp demand. Having built up good inventories Chinese buyers joined to greatly reduce purchases in an effort to significantly reduce pulp prices. Purchases were down 39.3% last quarter. Only a few NBSK producers announced price reductions of $20/admt.Now the Chinese have again started buying.

Dave HillmanIndependent ConsultantDave Hillman

APP Thru IGIC Purchases Woodland, ME NBHK Mill

October 5, 2010

Asia Pulp & Paper, to feed its growing appetite for market pulp has had its subsidiary International Grand Investment Corp, purchase the 395,000mt/year NBHK at Woodland, ME (located directly on the coast) known for its high quality high maple hardwood, This follows IGIC's February purchase of the NBSK and UBK mill at Halsey, OR (also on the water). APP previously purchased the Canadian BCTMP mill at MeadowLake and the Harmac, BC NBSK mill formerly owned by P&T.

Dave HillmanIndependent ConsultantDave Hillman

Canfor Drops NBSK $20/admt In October

September 30, 2010

After a long period of price increases NBSK has dropped for the 2nd time.The first decline was $50/admt dropping the list to $990/admt, now this $20/admt will further reduce the list price to $970/admt for shipments delivered to N.A. customers.This was brought on by a rise in producer inventories of 5 days worldwide (World 20).None of the other NBSK producers have followed suit so far. It may be they all are more optimistic about the prospects of a 4Q upturn....which is traditional.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

IBM to buy Netezza for $1.7B in cash. Is a counterbid from HP in the cards?

September 21, 2010

Analysis of:IBM to buy Netezza for $1.7B in cash. Is a counterbid from HP in the cards? | online.wsj.com

IBM on Monday announced an agreement to buy Netezza for $1.7 billion in cash, in a deal which adds to recent deal-making momentum in business software and services. We expect HP to counterbid to continue building out its data warehousing capabilities to compete head-on with Oracle. 

Dave HillmanIndependent ConsultantDave Hillman

Clearwater to Purchase Cellu-Tissue

September 21, 2010

Analysis of:Clearwater Paper To Acquire Cellu-Tissue For $502 Milion | www.paperage.com

For $502 million Clearwater has extended its manufacturing presence to the eastern and southern parts of the US. The financing was arranged by BoA-Merrill Lynch.Clearwater, with mills in AK, Las Vegas and ID plus a converting plant in the upper midwest, recently announced plans to install a tissue machine and converting equipment in Shelby, NC. Cellu-Tissue is known for it's specialty tissue products. Expected beneficial synergies by 2012 could amount to $15-20 million.

Dave HillmanIndependent ConsultantDave Hillman

Fluff Pulp: the US's Jewel In The Crown

September 17, 2010

Fluff Pulp is making a major contribution to the US's export situation and is growing by about 6%/year. World demand is 5.4 million mt/year and the US has as much as 95% of this amount. Prices have remained steady even while other papergrades pulps have decreased. Current list for Fluff Pulp is $1040/admt. After inland and ocean freight the mill net for export tonnage is over $900/mt. Assuming half is exported, the numbers are: 2.6 million mt x $900 = $2.34 billion

Dave HillmanIndependent ConsultantDave Hillman

Hardwood Pulp Prices Projected To Drop In 4Q

September 17, 2010

Three northern hardwood mills have begun selling into the spot market which has driven down prices. They are Domtar's Woodland, ME mill, NewPage's Rumford, ME mill and Thurso in Canada. This may be short lived.The current list for NBHK is $905/admt but pessimists believe by year end it may be $825/admt. Optimists think it will slide only to $850/admt,New UFS, CFS, Tissue and Towelling machines will be starting up over the next six months and should take up any surplus.

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