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Strategies & Market Trends : Mercer International (MERCS) -- Ignore unavailable to you. Want to Upgrade?

To: Mad2 who wrote (178)	8/28/2000 4:25:07 PM
From: JOHN F. MORGAN	Respond to of 196

Oh.. I view MERCS as being in the cat bird seat in Europe. Stendal coming on stream in 2003 as I recall will roughly double capacity, thus profits. Meanwhile existing capacity can be increased with capital expense, by eliminating bottlenecks, ie digesters, flash heat recovery, evaporators, etc. To me there are three important things: 1) The size of the market in which MERCS has an advantage. 2)The raw material supply and cost. 3)The market price of pulp. As I recall the price of pulp is projected to be strong for the foreseeable future. Admittedly I am not a cost accountant from the paper industry, nor am I in a position to evaluate the continuing supply of chips and cost. I have also assumed an aggressive marketing arm of MERCS and the ability to execute. Zero growth??? I need to sell and go elsewhere if that is the case rather than adding to my position.

To: Mad2 who wrote (178)	9/11/2000 7:57:21 PM
From: RockyBalboa	Respond to of 196

biz.yahoo.com Thursday September 7, 4:54 pm Eastern Time Press Release Mercer International Plans Maintenance and Modification Period for the Rosenthal Pulp Mill ROSENTHAL, Germany--(BUSINESS WIRE)--Sept. 7, 2000--Mercer International Inc. (Nasdaq: MERCS, Easdaq: MERC GR) announced today that it would be undertaking a planned 9-day maintenance and modification shutdown at its Rosenthal Pulp operation starting on September 22, 2000. The mill has been operating at a level well above a normal comparable start up phase, and management is extremely pleased with the performance achieved to date. This shutdown will enable necessary modifications to be made to the Fibre line, primarily in the digester feed area, to facilitate the smooth and continuous operation of the mill at its demonstrated above rated capacity level