GLG News by Paper Packaging Experts in GLG Member Programs (US)

Russia has vast untapped natural resources - woodlands plus fresh water. Ilim Pulp has four older soviet era mills in need of a large cash infusion.  Outside investors were understandably reluctant to risk up to a half billion dollars.  Ilim produces 60% of Russia's market pulp which goes...

Weyerhaeuser is #1 in Fluff Pulp sales and the US has 95% of the world's business - which is growing by 5%/year. They now can concentrate on getting Port Wentworth, GA (acquired from Smurfit-Stone) fully up to speed on Fluff Pulp.Domtar may be #1 in UCF (uncoated free sheet) but this business is...

Eucalyptus pulp, requires new capacity to come onstream on an annual basis. Uruguay was posied to become a major player until Argentina's President, Nestor Kirschner, became jealous and organized public demonstrations blocking the only bridge across the river separating the two countries. This stopped...

Sawmill closures will mean a major reduction in the amount of chips being supplied to pulp mills.This reduction will inevitably mean pulp mill shutdowns or vastly reduced operating schedulesThis comes at a time when NBSK prices are at a 10 year high and customers are all asking for more t...

Sony should lead in the next gen video game space.Competition will be more fierce.Japan is key to global leadership.

XB 360 sales continue to be robust.Important milestone to achieve prior to competitors launches.Revenue increase is encouraging.

Better pricing to download digitally.New model needs to be adapted.Can retailers participate?

1.  Wild Oats has lacked the forward thinking of its main competitor Whole Foods in developing its retail business focused on offering natural and organic foods.2.  While it is encouraging that Mr. Odak has been let go there are a number of key strategic issues that must be addressed for them...

1.  McDonald's is performing at a high level driven by core growth platforms at home in the U.S. as well as abroad.2.  The fast food industry itself is starting to show signs of life after experiencing softness over the past year or so.  While maybe not as profoundly as McDonald's,...

The restaurant model developed by Baja Fresh is the bigger issue regarding the ultimate loss Wendy's sustained on the sale to David Kim for roughly $31 million.Wendy's and other fast food operators have shown an inability to profitably grow chains with differing models, most notably those operating...