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Gold/Mining/Energy : Repap (RPAPF)

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To: Brad Yonkman who wrote (16)	11/13/1997 1:37:00 PM
From: FundAce	Read Replies (1) of 485

Brad, Global Pulp Markets: Lastest Norscan inventory down 52,000 tons during October. Market tightness in pulp continues. Asia problems do have a silver lining - many new capacity projects now on hold to devaluation of Pacific rim currencies. Yes, you're right if market flops, its all over...BUT markets are in best shape since 1995. Steady appreciation in pulp and paper prices helping. Backlogs very strong. Over 94-95 capacity utilization on uncoated freesheet; over 90% on coated groundwood....things have improved. Coated groundwood raising prices again (lower discounts) starting January. BC strike at Fletcher Challenge keeping supplies tight; however, and Skeena now in operation, and representing about 4% of global supplies - you know better than I do on this one. Bottom line, revenues, and margins are moving in the right direction. My major criticism right now is lack of leadership form the Repap Board and President - lying low right now is pathetic. All the best, Fundace

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