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GLG News by Council Members Knowledgeable on Paper Newsprint

Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: Carrier Corp. Acquires Environmental Market Solutions, Inc. (www.foxbusiness.com)
There are several major companies in commercial HVAC that take the lead in utilization of natural resources and advancing the automation and control. Apparently, along with major OEMs of HVAC, companies with strong background in controls also take serious postion in market place. Recent acquisition...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Activists invade Stora-Enso plantation in Brazil (www.paperage.com)
Demand for papermaking pulps over the next 5 years is projected to increase by 5%/year which translates to almost 3 million mt/year.  Where will all this pulp come from?   This demand translates to 3 new world-class market pulp mills being built each year. Ideally market pulp should...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: AbitibiBowater Reports 4th Quarter Loss (www.paperage.com)
Standard grade newsprint annual tonnage has been declining since 2000 as circulation goes down, advertizing pages drop and classified ads decrease.   Could anyone have predicted that the Internet would have such a profound effect on newspaper circulation?   Supposedly no one...
Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: Applied Materials in $1.9bn solar coup (www.ft.com)
There are very few countries in the world that require mandatory utilization of solar energy in the form of solar water heating and electricity. Apparently, in our fractured times, when energy prices, especially oil, skyrocket, changes in governental regulations of energy efficiency become nrecessary....
Ron Musolino, President
Ron Musolino, President
RM Consulting
Analysis of: Norbord To Review Operating Alternatives At Genk, Belgium (www.newswire.ca)
Norbord's European and UK operations comprise a relatively small part of their revenues.  OSB and wood plant operations in North America provide the majority.  It will be their ability to survive the depressed North American housing market in 2008 that will determine their success and continued...
Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: Johnson Controls wins India mall work, magazine honor (www.bizjournals.com)
There is a fierce competition between major OEMs of HVAC.  JCI has positioned itself differently after acuiring York International. Its position strenghtened by offering to an end user a complete package of the equipment and controls. In addition, new, more advanced AC units came out as a product...
Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: SPX sees 2008 profit up on global energy demand (www.reuters.com)
There are several major players in the field of heat exchangers: Alfa Laval, Global Engineering Alliance (GEA), Hisaka, SWEP. Most comprehensive range of heat exchangers is offered by Alfa Laval, GEA, and APV. Hisaka offers more industrial type of heat exchangers, while SWEP specializes in the brazed...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: Report says China's Paper Industry Growing Fast (www.paperage.com)
With a worldwide recession looming, the market pulp industry continues to be operating at peak capacity with quarterly price increases becoming the norm.   China has been the engine driving the world's  business but can it continue on and on?  Will China's domestic demand ever...
Dave Hillman, Independent Consultant
Dave Hillman, Independent Consultant
Dave Hillman
Analysis of: White Birch Paper to Buy SP Newsprint Company (www.paperage.com)
Abitibi-Bowaters has recently shut down four newsprint mills: one in New Brunswick, two in Ontario and one in British Columbia.  Catalyst has shut down one machine as have several other major producers.  Will this be enough to bring supply in balance with demand? 85% of newsprint production...
Ron Musolino, President
Ron Musolino, President
RM Consulting
Analysis of: Toll Brothers' First Quarter Revenues Off 22% (www.builderonline.com)
The home building industry remains depressed and builders are reporting falling revenues and big losses.  For those who survive, will the infrastructure of suppliers, distributors and tradesmen be there to support them for the next "up" building cycle?

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