GLG News by Commercial Printing Experts

Dave HillmanIndependent ConsultantDave Hillman

Paper Industry Capital Spending Up 8% in North America

September 8, 2010

+8% is good news but the paper industry will spend 23% less than in 2008.Paper and board production hit a 20 year low in 2009 but rebounded and rose 9% in the first half of 2010. Worst hit in 2009 was graphic papers.No new pulp mills or paper machines are planned. Money will be spent on maintenance, renewable energy, bio-mass projects, upgrades and conversions.Four of the biggest spenders are involved in containerboard and packaging: IP, TIP, PCA and Cascades.

Dave HillmanIndependent ConsultantDave Hillman

China Is Now Top Energy Consumer - But Not Proud Of It!

September 8, 2010

The Gov't will close 259 straw pulp and smaller paper mills before year's end These are older, smaller, less efficient mills and heavy polluters. Reducing domestic production of pulp means greater purchases of market pulp - eucalyptus and acacia mostly from Indonesia, Chile, Brazil and Uruguay. Only one greenfield market pulp mill is currently under construction. 2011 should see a tight pulp market and rising prices.

Rick SheaPresidentShea Marketing Consulting Inc.

Food Industry Mergers To Rise In 2011

September 7, 2010

Analysis of:Food Industry Mergers To Rise in 2011 | seekingalpha.com

Competitive activity remains intense,interest rates are ridiculously low and shoppers are more price sensitive than ever before. These factors will lead to further food industry consolidation in 2011. This is the first of a series of articles on potential merger or acquisition candidates for the supermarket industry. Think of it as fantasy football for the food industry. Some players go for a high value others are acquired on the cheap.In this part we will tackle the food retailers. Folks like Walmart ,Target and Kroger get the most news but many smaller retailers will need to continue to drive cost savings through mergers. The food retailing industry remains driven by actions of the consumer and the consumer is telling them they want better costs with great quality. This has led to food products being sold in all channels of trade. The food industry major retailers are classified into eight major types:Traditional Supermarkets: Kroger,Safeway,Super ValuMass Merchandisers: Walmart,Target,MeijerClub Stores :Costco,Sam's,BJ'sDollar : Dollar General, Dollar Tree,Family DollarDrug : CVS,WalgreensConvenience : 7-11,WawaNatural and Organic : Whole Foods,Trader JoesExtreme Value : Aldi,Save A-LotOne of the leaders in growth has been the dollar store industry with its ever expanding selection of food and consumer packaged goods. This has put pressure on traditional supermarkets like Kroger along with discounters like Walmart. Expect further consolidation in both traditional supermarkets and dollar stores.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Cisco rumored to be in talks to acquire pre-IPO Skype for $5 billion in cash

August 30, 2010

Analysis of:Cisco rumored to be in talks to acquire pre-IPO Skype for $5 billion in cash | akbaspost.blogspot.com

Cisco is rumored to be in talks to acquire pre-IPO Skype for $5 billion in cash to expand online telephony services business. Skype might find Cisco's offer more than satisfactory given its last valuation stood around $2.6 billion in the aftermath of Google's launch of competitive VoIP services.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

3Par Bidding Madness Btw. Dell and HP:Six Lessons from Two Emotional Dealmakers

August 30, 2010

Analysis of:3Par Bidding Madness Btw. Dell and HP:Six Lessons from Two Emotional Dealmakers | akbaspost.blogspot.com

Bidding war between two tech titans have become too emotional. Regardless of who the ultimate winner will be, there are already some painful lessons for both vendors as well as dealmakers of the high-tech world.

Dave HillmanIndependent ConsultantDave Hillman

US Printing/Writing Papers Shipments UP Slightly in July

August 25, 2010

Analysis of:U.S.Printing-Writing Papers Shipments Up Slightly in July | www.paperage.com

Contrary to what many IQ projections indicated, total printing & writing shipments increased 1% in July instead of declining 2-3%. , Paper inventory levels increased 3% from June 2010 possibly indicating optimism that 3 and 4Q business will improve.Uncoated free sheet (UFS) ytd exceeded 2009 ytd.Coated free sheet (CFS) increased year-over-year for the 9th consecutive monthCoated mechanical (CM) showed double-digit growth vs. year ago.Uncoated mechanical (UM) shipments up seventh month in a row

Dave HillmanIndependent ConsultantDave Hillman

Newsprint Prices Continue Upward Climb (but so do costs)

August 24, 2010

Analysis of:Newsprint Prices Continue Climb, But Margins Still Tight | www.paperage.com

Newsprint prices rose in August for the 12th consecutive month - now $640/mt in the East and $590/mt in the West. To close this price gap Norpac, White Birch & Blue Heron all announced a $40/mt price increase for September.Unfortunately most costs have also increased so that even with the 45% price increase, mills like Abitibi indicated they lost $64/mt in 2Q.Producers are looking at export markets where demand is growing. They are also diversifying into lightweight Kraft pkg grades.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Bidding war - HP to ounterbid $1.6 billion for 3PAR, 33% more than Dell

August 23, 2010

Analysis of:Bidding war - HP to ounterbid $1.6 billion for 3PAR, 33% more than Dell | bit.ly

Today, HP said it would pay $1.6 billion, or $24 a share, for 3PAR. The offer represents a 33% premium above the $1.15 billion bid that Dell made last Monday. Who else could make a rival bid?

Dave HillmanIndependent ConsultantDave Hillman

Fibria Moves Ahead To Reduce Future BEK Shortage

August 23, 2010

Analysis of:Fibria acceleerates preparations for startup of Tres Lagoas II unit in Brazil | www.risiinfo.com

The Tres Lagoas II mill was not projected to start up until 2016 but has been moved up two years to 2014. This is obviously in response to the impending Eucalyptus shortage which will occur as huge new CFS and UFS paper machines start up in China and India.This expanded mill will, in 2014, have a potential capacity of 1.75 million mt/year.150,000 hectares of planted forests will be needed (360,000 acres) but the company already has a 30,000 hectare surplus in planted trees from Unit I

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Intel To Buy McAfee for $7.7 billion to Expand Online Security Services

August 19, 2010

Analysis of:Intel To Buy McAfee for $7.7 billion to Expand Online Security Services | akbaspost.blogspot.com

Intel acquired McAfee for $7.7 billion today. The acquisition enables a combination of security software and hardware from one company to ultimately better protect consumers, corporations and governments as billions of devices - and the server and cloud networks that manage them - go online.

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