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

November 2018

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.

By Jim Thompson

Sometimes I feel like I am older than paper.  I am at least old enough to remember when the pulp and paper industry was largely an undisciplined Wild West show, giving investors little comfort.  In those days, the investing population was largely those close to and in love with the industry.  Prices and capacities wildly fluctuated and profitability was an interesting footnote.

No more.  As evidenced by International Paper's actions on 5 Nov 18, we can rest assured, that to the extent possible, the industry has its eye on the ball.  That ought to make you prognosticators sleep better at night.
Have a comment?  Email me at jthompson@taii.com.

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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