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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.

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

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

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.

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

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

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.

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

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

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 Eduard Küsters, who was inducted into the Hall of Fame in 1996.

The PM40 closed Friday, 15 March 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.

The PM40 closed 15 March 2024 up 15.3% from the 17 March 2023 level.

In this issue of Disconnected Comparisons, we evaluate International Paper and Boise Cascade.

Reported insider trading since the last issue of PaperMoney.

Thinking back over the decades, I can't hardly think of a time in the pulp and paper industry that was more unsettled than now. Whether it is the direction the industry is going, pricing, business solvency, or regulations, both domestically and abroad, suddenly it feels like everything is in turmoil.

The PM40 closed Friday, 1 March 2024, at 5519.

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

The PM40 closed 1 March 2024 up 2.6% from the 3 March 2023 level.

In this issue of Disconnected Comparisons, we evaluate Stora Enso and Weyerhaeuser.

Reported insider trading since the last issue of PaperMoney.