Monday, February 12, 2007

More on NEWSPRINT

The official newsprint price fell an additional $20/ton, after falling $15/mton over the last few months. Without more capacity
rationalization, prices could fall further. The market is sloppy and needs a fix; it may come by a "merger of equals" between Bowater and Abitibi. However, an even better catalyst would be consolidation among 2nd & 3rd tier players.

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