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I have been doing some research for a paper to be presented at a private client conference, so I will be a bit circumspect here, but the bottom line is this--pulp and paper companies will have no choice but to become larger. This is not driven by demand, but by necessary economies of scale.

The PM40 closed Friday, 31 May 2024, at 5751.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

In this issue of Disconnected Comparisons, we evaluate Louisiana Pacific and Kimberly-Clark.

The PM40 closed 31 May 2024 up 19.9% from the 2 June 2023 level.

Reported insider trading since the last issue of PaperMoney.

The first class of inductees to the Paper Industry International Hall of Fame was inducted more than two decades ago in 1995, and today, more than 150 papermaking innovators and legends have been enshrined. This month, we profile the late Charles N. Egan.

The PM40 closed Friday, 17 May 2024, at 5802.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

In this issue of Disconnected Comparisons, we evaluate Greif and Mercer International.

The PM40 closed 17 May 2024 up 18.6% from the 19 May 2023 level.

Reported insider trading since the last issue of PaperMoney.

Between controversies over pricing and major mergers, containerboard is entering some very interesting times. The Smurfit Kappa and WestRock pairing (some say merger, some say takeover) and the International Paper purchase of DS Smith are going to have serious repercussions on the US and European markets.

The PM40 closed Friday, 3 May 2024, at 5517.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

In this issue of Disconnected Comparisons, we evaluate Nine Dragons and PCA.

The PM40 closed 3 May 2024 up 13.5% from the 5 May 2023 level.

Reported insider trading since the last issue of PaperMoney.

Ladies and gentlemen, the first class of inductees to the Paper Industry International Hall of Fame in Appleton, Wisconsin was inducted more than two decades ago in 1995, and today, more than 150 papermaking innovators and legends have been enshrined. This month, we profile the late Martin Keyes, who was inducted into the Hall of Fame in 2014

The PM40 closed Friday, 12 April 2024, at 5508.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

In this issue of Disconnected Comparisons, we evaluate Glatfelter and UPM Kymmene.

The PM40 closed 12 April 2024 up 10.3% from the 14 April 2023 level.

Reported insider trading since the last issue of PaperMoney.

After this column last month, a couple of correspondents implied that I had said it was OK to turn in a poor performance if the market conditions were less than stellar. Not so! And if you got that from my column, I apologize.

The PM40 closed Thursday, 28 March 2024, at 5799.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

In this issue of Disconnected Comparisons, we evaluate Rayonier Advanced Materials and DS Smith.

The PM40 closed 28 March 2024 up 16.3% from the 31 March 2023 level.

Reported insider trading since the last issue of PaperMoney.