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GLG News by Commercial Printing Market Experts

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Brad FranchiSeptember 12, 2008
China's new capacity of 8 mills, averages out to over 2 MM green tons per mill.
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance | www.greenbiz.com
Author: Brad Franchi, President, Forest Strategies, LLC.
By any measurement, these are huge additions to capacity, and the article also points out new pulp operations coming on line in South America totalling over 8 MM tons of pulp capacity. The article also points out that many small operations in China will be closed - and fiber diverted - If this comes...
Dave HillmanSeptember 12, 2008
China's pulping capacity expansion-who's supplying the chips?
Analysis of: Pulpwatch.org Rates Mills on Social, Environmental Performance | www.greenbiz.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
China's rapidly expanding paper industry definitely needs huge quantities of pulp.  Domestic production is preferable to importing. But, pulp mills require reasonably priced chips in large quantity on a consistent basis.  Where will these chips come from?  Can enough Pine plantations...
Dave HillmanSeptember 10, 2008
Viet Nam's Pulp & Paper Industry Comes Alive!
Analysis of: Tn Mai Paper To Build Pulp & Paper Mill in Vietnam | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
With 84 million people and an ambitious Government anxious to remake Viet Nam from an agrarian economy to an industrial powerhouse, it was only natural that first Lee & Mann and now Tan Mai Paper would build pulp and paper mills as the financing became available.  These two companies will...
Dave HillmanSeptember 10, 2008
Is taking downtime preferable to cutting prices?
Analysis of: Wood Costs Up for Pulp Mills Worldwide in 2Q'08 | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
The importance of the cost of wood cannot be overemphasized.  It's the highest single cost in producing pulp.  How much will the closure of sawmills effect pulp mills' cost structure since they now must go out and harvest trees. Finland, for example, must now pay Russia 15 euros/cubic...
Rick SheaSeptember 9, 2008
Food Companies Results Vary Based on Brand Strength
Analysis of: Amid turmoil,Big G still making dough | www.startribune.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
As commodity and energy costs continue to rise it has put more pressure on the botton lines of all food companies.Food companies have had to raise prices to offset these increases.However not all food companies are losing share to private label as a result of the price increases.
Edward CrowleySeptember 1, 2008
Excellent Strategic Move
Analysis of: RICOH to Acquire IKON Office Solutions, Inc. | www.marketwatch.com | investors.ikon.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
Industry consolidation is, to some extent over because there is no one left to acquire!  Our News posting and client report identifies how this is an excellent strategic move for Ricoh, and a significant threat to Canon.
Edward CrowleyAugust 28, 2008
An Industry Giant Gains Momentum - And A Serious Blow to Canon
Analysis of: RICOH to Acquire IKON Office Solutions, Inc. | www.marketwatch.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
The bottom line:  Ricoh now has one of the broadest distribution channels in the market, they have the broadest product line in the market, and they now have one of the strongest service delivery teams in the business.   The competitive impact:  Canon is the biggest looser. ...
Brad FranchiAugust 26, 2008
BIOMASS - the next card in the deck?
Analysis of: Sawmills Falling Silent | www.nationalpost.com
Author: Brad Franchi, President, Forest Strategies, LLC.
As the author points up - chip supplies for pulp mills are becoming hard to procure.  The next "wave" of change is the emerging (erupting?) biomass markets.  There are over 40 US mills either announced, under construction, or running.  The largest of the bio pellet plants rival pulpmills...
Edward CrowleyAugust 7, 2008
Is Hewlett Packard's (HPQ) Ink Jet Business in Trouble?
Analysis of: HP tells staff in Corvallis ink business is 'broken' | www.oregonlive.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
The Portland (OR) Oregonian featured a lengthy piece concerning layoff rumblings around HP's Corvallis and Vancouver inkjet-printer-related divisions, including quotes from an HP Vice President and his concern for future growth (or lack thereof) in the inkjet business. The news trickle made it to Boise,...
July 28, 2008
MPAA to Fight Online Movie Piracy with Aggregation and Search Site
Analysis of: Court records: MPAA sought info on PirateBay founders | news.cnet.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Motion Pictures Association of America site to link to any legal distributor such as Fandango, Xbox Live, Netflix, iTunes and Sony's PlayStation Store.      2.  Recent research conducted by the MPAA and Yahoo found that the internet plays a significant role in driving...

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