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GLG News by Commercial Printing Market Experts

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April 21, 2008
Commercial Printers, "What's your value"? Without talking about Price, Quality or Service...
Analysis of: Commercial Print...Setting the Stage to Grow Revenue and Margin | www.firstresearch.com
Author: GLG Expert Contributor
1. If you can't say it in your Clients' terms then it means nothing. 2. Buyers get paid to do just what you don't want--lower your pricing. 3. Everyone is saying the same thing, so what REALLY makes you different?
April 17, 2008
Two Studios Join Disney to Sell New Releases on Apple’s iTunes
Analysis of: Downloads king as iTunes tops U.S. music retailer | www.reuters.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Fox and Paramount “experiment” with new release sales on iTunes      2. Studios have hesitated to offer new releases for sale on iTunes due to pricing fears and the fear of Apple becoming al too powerful.
Brad FranchiApril 16, 2008
Meadwestvaco continues on Forest Exit Strategy
Analysis of: MeadWestvaco Sells Kraft Paper Mill | www.wciv.com
Author: Brad Franchi, President, Forest Strategies, LLC.
The sale of the MWV mill at North Charleston. SC, will have ramifications for both parties.  MWV will shed the pulp and paper mill, but also a lumber mill, and 4 chip mills, which were part of the integrated procurement strategy for this mill.  Up until the merger with Mead, this facility...
Dave HillmanApril 11, 2008
China + India = A Tight Global Pulp Market
Analysis of: Pulp Imports To China Surged In 2007 | www.paperage.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
China's growing middle class has developed a strong appetite for both Uncoated FreeSheet (A4 Copybond, Offset Printing paper, envelope, tablet, thermal imaging papers etc) that has exceeded the PRC's expectations.  How much more will it grow?  The Government has already said by 2010 their...
March 31, 2008
Commodity Hedging-The Double Edged Sword
Analysis of: Against the Grain: Food Firms Hedge Costs | online.wsj.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
With ever rising commodity costs food companies that have hedged their key commodity purchases with forward buying have done quite well over the last year.Several key manufacturers have announced that they have hedged their raw materials by forward buying 60-70% of their 2008 needs.Lost in the...
March 27, 2008
Will the Russians raise tariffs?
Analysis of: Stora Enso - Company Announcement | www.storaenso.com
Author: GLG Expert Contributor
What is Russia trying to achieve in raising tariffs? What is the effect on the West? Can the final major increase be avoided?
Dave HillmanMarch 26, 2008
Russia's New Pulp Wood Tax Will Seriously Hurt Finland & China
Analysis of: Russian Pulp Hurts Stora, Rewards International Paper | www.bloomberg.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Russia has now realized the value its Spruce, Pine and Larch trees have and has imposed a 20% tax on any logs greater than 25 cm (10").  It is these larger logs that are so valuable to processing into Newsprint and also for Kraft cooking to produce the highly regarded NBSK market pulp.  Did...
March 25, 2008
Technology is an enabler of choice - but it does have limits
Analysis of: YouTube Unplugged | online.wsj.com
Author: GLG Expert Contributor
Google, Yahoo, Microsoft, Facebook, Bebo and many others that create platforms for free speech and the free distribution of content from anyone and everyone will limit new growth opportunities if they do not reconcile with the concept of "rights" within the borders...
Dave HillmanMarch 25, 2008
Has IP bitten off more than it can chew?
Analysis of: David Peltier: International Paper takes a risk with purchase | www.app.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
At a time when contraction seems to be the rule (Smurfit Stone having shut down 20 boxplants over the past few years), does IP really see the value in growing their container division by an additional 72 plants? IP's management believes it can cut expenses within 3 years by $400 million including $175...
March 18, 2008
Amazon makes for a difficult benchmark
Analysis of: Amazon unveils plans to exploit Facebook for social shopping | www.ft.com
Author: GLG Expert Contributor
Software developers that provide ecommerce solutions for the "do-it-yourself" IT crowd will feel the mounting pressure of social networks. Outsourcing providers that need to match pace with "best in class" Internet merchants will feel the pressure to keep up with Amazon and others. Consumer technology...

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