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GLG News by Commercial Printing Market Experts

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August 6, 2007
Pope & Talbot Capacity Reduction - Harbinger of More Bad Effects of the BC Logging Strike?
Analysis of: Pope & Talbot Announces Temporary Capacity Reduction | phx.corporate-ir.net
Author: GLG Expert Contributor
Pope & Talbot's announcement of a temporary capacity reduction at the Nanaimo, British Columbia mill is not likely to have a significant impact on the global northern bleached softwood kraft pulp market, but it might  be the "canary in the mineshaft." If the BC logging strike continues,...
July 30, 2007
Management Changes at Lexmark Are a Move in the Right Direction
Analysis of: Lexmark's Malfunction: This Is Not A Misprint | www.forbes.com
Author: James Howes, President, Data Doctors Computer Services
Friday 7/27/07, Lexmark announced that Paul Rooke, formerly President of the "Business Printer Division" would assume the role of President of the Consumer Printer Division. Marty Canning is taking over the Business Printer Division. After Lexmark's 2nd quarter earnings announcement some type of action...
Edward CrowleyJuly 27, 2007
The Real Problem with Lexmark, and Why They Will Continue to Decline
Analysis of: Lexmark's Malfunction: This Is Not A Misprint | www.forbes.com
Author: Edward Crowley, Senior Consultant, Woodford Group, LLC
Lexmark is actually two very distinct companies.  A highly profitable laser printer business which dominates the market for vertically focused printing applications in large enterprizes, and, an unprofitable inkjet division selling to consumers via retail. Those who are truly knowledgeable...
July 27, 2007
What Goes Around, Comes Around
Analysis of: Lexmark's Malfunction: This Is Not A Misprint | www.forbes.com
Author: GLG Expert Contributor
Several years back, Lexmark stood the remanufactured laser cartridge industry on it's collective ear, instituting policies that effectively kept the aftermarket out and prevented the consumer from having the cost-effective alternatives offered simply by choosing a comparable product from HP. ...
July 27, 2007
Will Russia's new timber export tariffs provoke investment in greenfield pulp and paper mills?
Analysis of: Russian timber export tariffs | www.interfax.com
Author: GLG Expert Contributor
Russia has just raised export duty on unprocessed timber to a minimum of 10 Euros per m3, with further increases to 50 Euros per m3 by 2009. Russian timber has become important raw material for a number of countries and companies, who now fear that timber exports will become unprofitable and they will...
July 26, 2007
Lexmark...Going...Going...Gone?
Analysis of: Lexmark's Malfunction: This Is Not A Misprint | www.forbes.com
Author: GLG Expert Contributor
With Lexmark's stock price plummeting and it's continued slashing of margins, their business model seems hopeless. While corporate America embraces Lexmark for their low price corporate workgroup offerings, buying "throw away" printers is not a sustainable market. They have a tough road ahead of them,...
July 25, 2007
New Pratt Industries Recycled Containerboard Mill Is Not Likely to Upset the Supply/Demand Balance But Could Be Beneficial to Integrated Containerboard Producers
Analysis of: Pratt Industries USA to Build Louisiana Recycling Mill | www.visy.com.au
Author: GLG Expert Contributor
Will the new Pratt mill make the entire containerboard segment less attractive? What will be the impact on supply/demand, OCC costs and pricing- especially in view of the new Asian capacity that will come on in the next year? Will the affect all of the containerboard producers equally?
July 25, 2007
Is Sumner Redstone Unintentionally Sabotaging Bonds Between Viacom, Paramount, DreamWorks and CBS?
Analysis of: Redstone Split Bears on Future of Viacom, CBS | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Sumner Redstone is known for forcing out executives  2. DreamWorks’ and Paramount’s bond may be unraveling  3. Family businesses have a low probability of surviving the third generation
July 24, 2007
B.C. forestry is bad news for pulp and paper producers including Catalyst Papers, Pope & Talbot and Howe Sound Pulp
Analysis of: No quick end in sight for B.C. forestry strike | www.theglobeandmail.com
Author: GLG Expert Contributor
The strike by British Columbia logging and sawmill workers could have significant negative impact on pulp and paper producers due to chip shortages and increased chip prices. The companies most likely to be negatively impacted include Catalyst Papers, Pope & Talbot, and Howe Sound Pulp.
July 20, 2007
No alternative but to find alternatives.
Analysis of: Potential Energy Crunch May Bring Other Fuels to Fore | online.wsj.com
Author: David Adams, President and Owner, Paper Quest llc
Having lived in Brazil from 1974 to 1995, and visiting there at least three times a year, I am struck by lack of public knowledge in the US, that Brazil has had alternative fuel for over 30 years in the form of ethanol. My last car in Brazil, a 2 liter Ford station wagon, was powered on 100% alcohol,...

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