tag:blogger.com,1999:blog-6615285628064623043.post396659652332951031..comments2024-03-27T22:06:35.339-10:00Comments on Dead Tree Edition: How About a NewPage-Quad/Graphics Merger?D. Eadward Treehttp://www.blogger.com/profile/01300353143826844617noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-6615285628064623043.post-70295591518154548462013-01-27T09:50:26.457-10:002013-01-27T09:50:26.457-10:00I dont believe a merger between these two are like...I dont believe a merger between these two are likely but how about a combination of wausau and verso. Little birdie is starting rumoursAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-39682486253878503952013-01-14T17:55:19.218-10:002013-01-14T17:55:19.218-10:00Well, something will happen before long. If you n...Well, something will happen before long. If you notice, NewPage's new "owners" are all banks. Making paper isn't likely a long term strategy for them. Even before they assembeled the BOD as they have, I figured it would only be a matter of time until they were sold outright or forced to sell stock and take direction from Wall Street.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-88657029784712567502013-01-14T16:38:00.642-10:002013-01-14T16:38:00.642-10:00I agree the quad/new page deal is intriguing but s...I agree the quad/new page deal is intriguing but short term I don't see New Page merging into Quad or vice versa, especially with both companies continuing to struggle with making any real money over the past few years. Of course, Quad continues to grow and slim down at the same time, with the recent Vertis acquisition while also closing down inefficient plants. Plus Quad's being a Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-74437709215907211942013-01-14T11:51:06.698-10:002013-01-14T11:51:06.698-10:00The more I think about it the more i think the qua...The more I think about it the more i think the quad merger could happen. No anti trust issues to deal with either.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-25666208011795345392013-01-13T22:34:54.500-10:002013-01-13T22:34:54.500-10:00How about newpage snapping up verso bonds? wait fo...How about newpage snapping up verso bonds? wait for verso to go bankrupt,then take control of their biggest competitor and get some world class mills to boot? Wait and see this play out.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-53057648127755313962013-01-12T17:20:07.571-10:002013-01-12T17:20:07.571-10:00no wayno wayAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-46364444428629729072013-01-12T17:18:57.270-10:002013-01-12T17:18:57.270-10:00It does seem plausible. The only way for growth in...It does seem plausible. The only way for growth in the NA coated paper markets is to take business from your competitors. What better way to bury one of your two competitors than to buy out one their largest markets - Quad/Graphics. Goodbye Verso. That will just leave SAPPI left. They probably figure their new product Sterling Premium will take away SAPPI'S market share, leaving them at the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-40895592190453166732013-01-08T18:21:46.770-10:002013-01-08T18:21:46.770-10:00I haven't given up with a verso merger yet. Se...I haven't given up with a verso merger yet. Seems very strange how abruptly verso quit. Can't imagine Leon black taking that big of a beating on those 2nd Leon bonds. I still feel a back room deal was made. I can't imagine n.p merging with quad,but stranger things happen. What a huge blow that would be to verso if your idea unfolds,since quad is a large consumer of verso paper.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-15423833017239278222013-01-08T02:33:10.884-10:002013-01-08T02:33:10.884-10:00Right out of Andrew Carnegie's playbook.
Verti...Right out of Andrew Carnegie's playbook.<br />Vertical integration. <br />History always repeats.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-69216674345932013482013-01-07T11:26:16.530-10:002013-01-07T11:26:16.530-10:00A bit more analytical rigor might have done this ...A bit more analytical rigor might have done this blog well. The synergy discussion is superficial and lacks depth of thought.<br /><br />At best, these two companies might benefit from an equity alliance or non-equity alliance. A merger is borderline absurd.<br /><br />The synergies are sequential, not modular or reciprocal. The resources are hard, and they are not redundant. With a high level Anonymoushttps://www.blogger.com/profile/03293055578724470352noreply@blogger.com