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Strategic & Financial Arguments(TM)
for the pulp and paper industry worldwide

February 2017

Participating as industry experts in pulp and paper financing and M & A deals around the world  for over two decades, we continue to see the same mistakes made over and over.  This newsletter is designed to help you avoid costly mistakes we have seen others make.  We will be giving you one or two points each month to help improve your performance.
Money to be made...

Looking through the PM40, this year has been a year of opportunity if one was closely watching the pulp and paper industry (Disclosure: I do not invest in this industry, viewing such activities as unethical for me).  
I'll just pick out a few examples (as of 13 Feb 17):
CLW  up 67.3%
CVO  up 93.9%
GEF   up 127%
KS     up 144%
It has been a strong year for the pulp and paper industry nearly across the board.
Ten years ago, we seemed to be mired in a spate of lethargy that had gone on for a very long time. No more--we have shaken off the dust of the obsolete products and moved forward.

If you have a casual question or a major deal, call me on my personal cell phone - 404-822-3412 or email me at jthompson@taii.com. We are here to help.




Jim Thompson, CEO
Talo Analytic International, Inc.

JRT Banker's Engineer