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Pick your mood...optimistic, eh, or pessimistic...and you can find it in the pulp and paper industry right now.

The PM40 closed Friday, 1 December 2023, at 5213.

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 December 2023 down 1.3% from the 2 December 2022 level.

In this issue of Disconnected Comparisons, we evaluate Avery Dennison and Sappi.

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 Morris W. Kuchenbecker, who was inducted into the Hall of Fame in 2002.

The PM40 closed Friday, 17 November 2023, at 5063.

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 17 November 2023 down 2% from the 18 November 2022 level.

In this issue of Disconnected Comparisons, we evaluate Clearwater Paper and Kimberly-Clark.

Reported insider trading since the last issue of PaperMoney.

Covid taught us that world-wide, smooth procurement had its perturbations. I never saw the phrase, "Force Majeure," except in contracts and textbooks, before 2021. Now it has become, no pun intended, lingua franca, especially on construction projects. Yet, it goes deeper than that.

The PM40 closed Friday, 13 October 2023, at 4861.

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 November 2023 up 0.2% from the 4 November 2022 level.

In this issue of Disconnected Comparisons, we evaluate Rayonier and Amcor.

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 Ernst Richard Behrend, who was inducted into the Hall of Fame in 2012.

The PM40 closed Friday, 13 October 2023, at 4861.

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 13 October 2023 up 8.7% from the 14 October 2022 level.

In this issue of Disconnected Comparisons, we evaluate Greif and Smurfit Kappa.

Reported insider trading since the last issue of PaperMoney.

If you are in your thirties or forties, you may not have previously seen the kinds of turmoil going on in the pulp and paper industry now. Today, demand is soft and thus prices are soft, thus squeezing profits and cashflow. This has not happened in the surviving grades for a long time (we have nearly stopped producing any grades that were designed for their communicating ability, today the industry is composed largely of those grades demanded for their physical properties). We have been remarking for the last few weeks that the containerboard segment is undergoing unprecedented turmoil. Now this turmoil has hit the board rooms.

The PM40 closed Friday, 29 September 2023, at 4976.

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 29 September 2023 up 13.2% from the 30 September 2022 level.

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

Reported insider trading since the last issue of PaperMoney.