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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (12608)	1/21/2000 11:26:00 PM
From: Cube	Read Replies (1) \| Respond to of 18998

Mr. Pynch, I bring thanks to the great unwashed, unshaved, and unseen oracle of Park Avenue. METHA is a sterling performer. As I mentioned to TRIIBoy, I am terrible at picking a stock that will trend, but once it does, my trend analysis program that I devised is excellent at telling when a healthy trend has turned bad. I will let you know if and when it happens to METHA. May there be many blessings and fresh bags of Doritos in your immediate future!! An admirer from your wretched flock, Cube

To: Mr. Pink who wrote (12608)	1/23/2000 10:43:00 AM
From: RockyBalboa	Read Replies (1) \| Respond to of 18998

Mr. Pink. First, take a bow for your recent picks especially Metamor, Methode Man and Spatialight. Especially Methode impresses me even more because some weakening almost chickened me out here. ...but then the buy reco came in time.... Then, your arb scenario thought in MMWW/XPDR played out excellent...I see that it did not turn into another MALL/UBID. All in all tremendous calls. On another note, I bailed out of Mercer. This is only my personal view here and may have nothing to do with your reasons to buy it or an impending turnaround in Pulp & Paper ... Watching a replay of "Pulp Fiction" a few days ago, I came to that decision. In fact it may be temporary and has to do with the clouds hanging over Germany, the recently discovered bribery inside the so called Christian Democrats ( ... an oxymoron) and a possible fallout from further investigations into the privatisation agency (BVS) (Keyword: "Leuna") and their murky deals..., then the outlandish wage claims (%hikes beating the productivity gains, leaving little room for fundamental improvements to the companies) by the German Unions...etcetera. But then it fits my neutral view on Europe (except European telcomms). Just my humble two-bits. And please, don't take it as an offense.

To: Mr. Pink who wrote (12608)	1/23/2000 11:02:00 AM
From: xcr600	Respond to of 18998

Mr. P!nk, any way you could PM me or send an email? I have something I'd like you to take a look at. Thanks

To: Mr. Pink who wrote (12608)	1/31/2000 1:14:00 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 18998

Monday January 31, 2:30 am Eastern Time Company Press Release Mercer International Provides Update on Status of Rosenthal Kraft Pulp Facility ZURICH, Switzerland--(BUSINESS WIRE)--Jan. 31, 2000--Mercer International, Inc. (Nasdaq:MERCS, Easdaq:MERC GR) announced today that the ramp-up of production at its recently-converted Rosenthal kraft pulp facility is progressing ahead of schedule and within the Company's expected cost parameters. After being converted from a 160,000-tonne sulphite pulp production facility to a 280,000-tonne kraft pulp mill, Rosenthal was successfully re-started on December 18, 1999. The Company noted that the mill is producing both Elementally Chlorine Free (ECF) and Totally Chlorine Free (TCF) grades of northern bleached softwood kraft pulp. It is currently averaging over 750 tonnes per day of production, or 95% of rated daily capacity, with peak production of 800 tonnes of pulp per day on some production runs. Commenting on these developments, Jimmy S.H. Lee, Chairman and President of Mercer International, stated, ''We could not be more pleased with the progress we have made at Rosenthal to date. As we have progressed through the facility's break-in phase, we have consistently improved the quality of the pulp being produced, and are currently selling product at market prices. At this time, the mill is running at production levels well above those necessary to cover operating and overhead expenses given today's pulp prices.'' Mr. Lee continued, ''We are also pleased with the timing of the start-up relative to the pulp cycle. Over the past six months, pulp prices have improved 22% and we see indications that the pulp markets should remain strong going forward. We have identified significant demand for our new product, and are building several days of inventory to enable us to fine tune our production. Based on our outlook for the pulp markets and the ramp-up of Rosenthal to date, we remain comfortable with our expectations for the mill and look forward to further enhancing its performance in the future.'' Mercer International Inc. is a European pulp and paper manufacturing company. The preceding includes statements which constitute forward looking statements and involve known and unknown risks and uncertainties which may cause the Company's actual results in future periods to differ materially from forecasted results. These statements appear in a number of places and include statements regarding the intent, belief or current expectations of the future operating performance. Any such forward looking statements are not guarantees and may involve risks and uncertainties and actual results may differ from those in the forward looking statements as a result of various factors including general economic and business conditions and government regulations. Among other factors which could cause actual results to differ materially are the following: market conditions, competition, the ability of the Company to execute its business plan and other risk factors listed from time to time in the Company's SEC reports.