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

To: KLP who wrote (194)	2/15/2001 12:12:49 PM
From: JOHN F. MORGAN	Respond to of 196

Some how I miss the point of your post. Several years ago I bought MERCS at about 11 and sold at about 22. Then the business model changed so I stayed out until the company made the purchase of the German mills. I am back in it at about 4.5. I look at the overall plan as a masterpiece of strategic planning and execution from the standpoint of cost and marketing. Cost structure plus raw material cost and availability appear to be very competitive and site selection appears to be fantastic re the market. Please enlighten me in the DD that I am missing.