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Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Tasmanian BEK Market Pulp Mill Back On Track

November 17, 2009

GUNNS SAYS IN TALKS WITH SODRA ABOUT BELL BAY PULP MILL PROJECT | www.paperage.com

Four years after the initial announcement this mill is finally showing signs of becoming a reality. Financial markets have improved and now underwriting the US$1.7 billion project is no longer such a challenge.Having Sodra as a joint-venture partner proved to be the catalyst.This mill will produce 1.1 million mt of Bleached Eucalytpus market pulp for India, China and other SE Asia countries. This is most welcome in light of the new paper machines being installed.

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Droid - The Insecure Macho Phone?

November 10, 2009

With $100M Saturation Campaign, Droid Will Be Impossible to Avoid | adage.com

The tone (and cost) of this campaign seems completely over-the-top -- why all the negative energy Verizon?

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Slow And Steady Keep Radio Shack In The Race

November 9, 2009

RadioShack Up; iPhone Seen Helping '10 EPS, Wireless Efforts | online.wsj.com

Since taking over Radio Shack in 2006 Julian Day has taken a very methodical, first things first approach to getting the house in order, beginning with controllable costs: cutting SG&A, closing underperforming stores, consolidating multiple service and distribution centers, improving inventory management and de-cluttering stores all the while being very mindful of cash. But, the big question was always  in a digital world, was Radio Shack relevant?

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Tale Of Two Droids

November 9, 2009

Think The Droid Launch Was A Let Down? Not So Fast. | www.washingtonpost.com

Over the launch weekend, I saw strong, consistent traffic for the Droid along with great enthusiasm from salespeople. But not just for the Motorola Inc. Droid – the HTC Droid Eris was also generating a lot of interest, and sales.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Domtar Follows IP Lead In Reducing UCF Overcapacity

October 25, 2009

Domtar To Convert Plymouth, NC Mill To 100% Fluff Pulp | www.paperage.com

Domtar has made a positive strategic move to reduce its UCF (uncoated freesheet) capacity at a time when this paper grade is shrinking. At the same time it is increasing its position as a Fluff Pulp producer - a market that many estimate is growing 6-7%/year.The Plymouth mill will, by the 4Q of 2010 be producing 444,000mt/year of Fluff PulpThey will reduce UCF production by 210,000. This follows IP announced shut down of their Franklin, VA mill which produces 600,000st/year.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

IP Leads In Capacity Reduction

October 23, 2009

International Paper to Shut Down Three Mills | www.paperage.com

IP has said there is excess capacity in both containerboard and uncoated freesheet (UFS). Now they've made a significant move to correct this situation by shutting down 3 papermills. plus one large machine in Oklahoma.Containerboard capacity was reduced by 2.1 million mt. Uncoated Freesheet by 600,000tpy. Coated paperboard (SBS) by 140,000 typy.The mills are located in Franklin, VA, Albany,Oregon, Pineville, LA and the one paper machine in Valliant, OK

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

How High Is Up for The iPhone?

October 22, 2009

Apple increases iPhone sales 7% to 7.4 mln in Q3 | www.telecompaper.com

With over 20 million iPhones sold in fiscal 2009, the iPhone appears to be just beginning to build steam. Too soon to ask how long Apple can continue its dominance, the question is how dominant can it become.

Cathy Stauffer, Founder

Cathy StaufferFounderCathy Stauffer Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Who Exactly Does Dell Want To Be?

October 20, 2009

Dell's Extreme Makeover | www.businessweek.com

Michael Dell is clearly working very hard to makeover Dell, but makeover to what? I think one of the biggest challenges right now is it’s not clear who the new Dell is, or how they want to be seen, aside from successful.

Dean Bellefleur, founder

Dean BellefleurfounderD-idea What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Give Flexible Packaging It's Due

October 15, 2009

Flexible packaging will return to growth in 2011 | www.europeanplasticsnews.com

Flexible packaging and convenience are converging at a staggering rate. Demands for greener packaging bodes well for flexible packaging as does the fact that there is no dominant supplier to the market. Seeking the path of least resistance by cannibalizing traditional packaging formats rather than waiting for better economic conditions is the fast track for flexible packaging.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Woodchips: a global commodity with a bright future.

October 9, 2009

Global Trade of Wood Chips Down 26% in 2009 | www.paperage.com

WRI has published an excellent overview of the global aspect of wood chips as a strategic benefit to those pulp mills in countries where forest resources are limited.Even though tonnage shipped is down 28% in 2009 the benefits assure this business of growing substantially as economies get back to normal.As market pulp prices increase and energy becomes more expensive, it will prove beneficial for all pulp mills to maximize production-in many cases from purchased chips, especially softwood.

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