Spreadsheet: monika_causholli__28143__Domestic Pulp Accounts
Sheet: Sheet1

Stuctured | Sales  & |  |  |  |  |  | [NAME] | EIM
Origination | Marketing | Company | Description | Ownership | Location | Priority | ([NAME]) | ([NAME]) | Comments / Status
 | DR | 3M | Consumer Products | Public | [NAME], MN |  |  | 15000 | Pulp;  8,000 TPA existing trade;  OCC opportunity;  EES transaction
 | GB | Abitibi Consolidated | Newsprint | Public | Montreal, Canada |  | -2838501 | -290000 | Market pulp long with Donahue purchase
FB/CS | GB | [NAME] | Oil Filters & Pharmaceutical Products | Private | Atlanta | B | 46160 | 50000 | NBSK
CS | DR | American Tissue Corp | Tissue | Private | Hauppauge, NY |  | 87242
FB | GB | Appleton  - Coated | Coated Papers | Public | WI | C |  | 200000 | Multiple grades
FB | GB | Appleton - Papers | Specialty Papers | Public | WI | A | 228902 | 200000 | Multiple grades; Management Buyout
JB/CS |  | Badger Paper | Uncoated Free Sheet and Specialty Papers | Public | WI | B | 64685 | 50000 | 50/50 NBSK/NBHK;  Financial Distress - violated loan covenants $26MM Debt $43.4MM Assets $6.5MM market cap;  Sell/Buy @ index or fixed
FB/CS | GB | Belgravia/West Linn | Coated Papers | Private | VAC/OR | A | 85372 | 90000 | NBSK & NBHK;  Bought mill from Simpson for $14MM
FB/CS | GB | Belgravia/Pasadena | [NAME] | Private | VAC/TX | C | 84744 |  | Paper mill is operating but pulp mill is not
 | DR | [NAME] | Paper & Wood Products | Public | Boise, ID |  | -731192 | 137908 | [NAME];  Bought 5,000 tons
CS | GB | Bowater | Newsprint, UCFS, Pulp, Forest Products | Public | Greenville, SC |  | -1146709 | -1400000 | Long Pulp
 | DR | Brant Allen Industries | Newsprint |  |  |  | -399555
 | GB | [NAME] | Groundwood Paper |  | Quebec |  | 33663 |  | 12,000 tons groundwood
JB/CS | GB | [NAME] | Consumer Products, [NAME] | Public | Memphis, TN
FB | GB | Canfor | Forest Products | Public | Vancouver, BC
DC | DR | Cascades - Rolland |  | Public | Quebec |  | 139081
CS | GB | CDM Papiers Décor |  |  | Quebec |  | 29050
CS | DR | Cellu Holding Inc |  |  |  |  | 26460
JB | DR | Charter House/Cellu-Tissue | Tissue Producer | Private | NYC | B | 89399 |  | Have discussed monetization structure
JB | GB | [NAME] | Specialty Paper Mill | Private | Quebec | C |  |  | [NAME] start-up
 | GB | City Forest Corp |  |  |  |  | 14480 |  | Workout
 | DR | [NAME] | Floor Tile Manufacturing | Public | Mercerville, NJ |  | 35250
JB | CC | Crabar Business Systems | Business Forms | Private | Dayton, OH | C | -36503 |  | Defferiat mill.
 | DR | Crane & Co. | Currency manufacturer | Private | Boston |  | 55658 |  | Short cotton tons
 | DR | Creative Paper |  | Private | [NAME] |  | 35500 |  | Owner not interested
 | DR | Crocker Technical Paper |  |  |  |  | 10200
JB | DR | Crown Vantage |  |  |  |  | 249560
 | DR | Crystal Tissue | Printed Tissue |  |  |  | 4715
FB/CS | GB | DGI/American Hygene/Drypers | Disposable Diapers | Private | HK/Atlanta | B |  | 132000 | Fluff Pulp
JB/CS | GB | Domtar | Specialty Papers & Lumber | Public | Montreal, Canada |  | -101809 |  | Pulp long but close to balance
 | GB | Eastman Kodak | Film | Public | Rochester, NY |  | 104451 |  | Specialty hardwood:  50,000 - 60,000 TPY;  Not interested in risk management
 | DR | EHV Weidmann Industries |  | Private |  |  | 15000
JB | GB | Fibermark | Specialty Fiber Material | Public | Battleboro, VT | B | 93109 | 120000 | NBSK / NBHK;  $230MM Private Placement
FB/CS | GB | Finch Pruyn | Printing & Specialty Papers | Private | [NAME], NY | D | -53072 | 36000 | NBSK;  Market power for pulp supply discussion;  No progress
 | DR | Fletcher Challenge | Forest Products | Public | New Zealand |  | -325600 | 10000
 | DR | Flower City Tissue Mills | Tissue manufacturing and converting | Private | Rochester, NY |  | 5440
 | DR | Fournier Group | Pharmaceuticals |  | France |  | 3300
 | GB | Fox River Fiber Corp | Writing, Printing & Specialty Papers | Private | Appleton, WI |  | 108075
 | GB | Fraser Paper (Nexfor) | Writing, Printing & Specialty Papers |  | Stamford, CT |  |  |  | [NAME];  [NAME] -Purchase 60,000 tons physical
 | DR | French Paper Company |  |  |  |  | 13824
CS | GB | Georgia Pacific | Forest Products | Public | Atlanta |  | 478100
JB | DR | [NAME] | Engineered Papers & Specialty Papers | Public | York, PA | D | -103984 | 148483 | 75% NBHK, 15% TMP Relatively conservative;  No response from company; Phillip Morris is paying index, can we use MO as lever w/ company?
FB/CS | DR | Gray's Harbor | Uncoated Free Sheet | Private | WA | A | 109965 | 120000 | 75% NBHK; 40% Pope & Talbot pulp;  $10MM capital lease w/ Boeing;  West Linn combo?  Originally IP/[NAME] asset
 | GB | Great Lakes Pulp & Fibre |  |  |  |  |  | -350000 | DIP;  Want to sell asset
FB | DR | Great Northern Paper | Coated and Uncoated Papers | Private | Millinocket, ME |  |  | 16433 | NBSK
CS | GB | Gulf States Paper | Forest Products | Private | Tuscaloosa, AL |  |  | -80000 | SBSK
 | DR | [NAME] |  |  |  |  | 8848 | 8008 | Cotton
 | DR | Hollingsworth & Vose Co | Specialty Industrial and Technical Papers | Private | East Walpole, MA |  | 71922 |  | Setting - up manufacturing;  Synthetic pulp
 | GB | Interlake Acquisition Corp |  |  |  |  | 65075
 | GB | International Paper | Forest Products | Public | Stamford, CT |  | -1282573
CS | GB | J. Ford & Co. | Small paper maker | Private | Quebec |  | 39312 | 1000 | Pulp
 | GB | J.D. Irving Ltd | Forest Products | Private | St. John, NB, Canada |  | -166407 |  | Transacting hardwood, Clickpaper
CS | DR | Keiffer Paper Mills
FB | GB | [NAME] | Consumer Products | Public | Dallas | C | 918205 |  | Mtg. with senior management;  Coosa Pines Mill
 | DR | [NAME] apers | Filter papers and specialty papers | Private | Watertown, NY |  | 5752
JB | GB | KPS/Blue Ridge Paper | Packaging & Paper for Food Industry | Private | NYC/NC |  | -373343 |  | Acquisition of Champion Intl.' s seven plant 'Canton' system;  Distressed sale mgmt
JB | DR | KPS/Curtis Specialty Papers | Specialty Papers - Coated & Uncoated | Private | NYC/NJ-MI-MA-VA | A |  | 78000 | 59% NBSK, 35% NBHK, 6% SBSK;  Purchased Crown Vantage assets for $22MM ($10MM equity)
CS | GB | Little Rapids Corp | Medical Products | Private | [NAME], WI |  | 66598 | 30000 | 12,000 tons financial proposed
JB/CS | DR | Louisiana-Pacific | Wood Products & Pulp | Public | Portland, OR |  |  |  | Samoa pulp mill
 | DR | Lydall | Specialty Papers | Public | [NAME], CT |  | 12142
 | DR | Madison Paper Industries |  |  | Maine |  | -58300 | 43725 | NBSK; Owned by NY Times;
JB | DR | Marcal | Tissue manufacturer | Private | Elmwood Park, NJ |  | -164520 | 180000 | Wastepaper;  Refinancing Debt
CS | DR | Massachusetts Recycling Assoc
JB | GB | Mead | Writing, Printing & Specialty Papers | Public | Dayton, OH | C | -2738 |  | Net long pulp, basically balanced;  Short OCC
 | GB | [NAME] | Coated and Uncoated Papers & Packaging | Private | [NAME], MA |  | 42196 | 30000
 | DR | MH Dielectrics Inc |  |  |  |  | 3024
FB/GD | DR | Millar Western Forest Products | BCTMP Producer | Private | Edmonton, AB
JB/CS | GB | Mohawk Paper | Printing & Specialty Papers | Private | Albany, NY | B | 33663 | 60000 | NBHK / NBSK;  3 discussions;  $35MM / year revenue;  Premium text and cover paper producer - 2 mills, 3 machines, 100,000 TPA capacity
JB/CS | DR | Monadnock Paper Mills | Technical and [NAME] | Private | Bennington, NH |  | 31950 |  | Selling spot pulp
 | DR | Munksjo AB | Specialty Papers, Packaging, Pulp & Consumer Tissue | Public | Sweden |  | 35500 |  | Short BEK;  Interested in hedging;  European Long
 | DR | Nicolaus Paper |  |  |  |  | 59619 |  | [NAME] sub;  DIP
 | DR | Nippon Unipak
CS | GB | Norampac - Cascades | Packaging, Fine Papers & Tissue | Public | Quebec |  | -159281
 | DR | [NAME] | Newsprint, Pulp, Printing & Writing Papers |  | Vancouver, BC |  | -373655 | 134346 | 54% NBSK, 46% DIP
 | GB | Paper-Pak Products Inc | Consumer Products;  Hygeine | Private | [NAME], CA |  | 7722
 | GB | Papier [NAME] | Newsprint | Private | Ontario |  | 35397
FB |  | PaperlinX /Spicers Paper | Writing, Printing & Specialty Papers | Public | Santa Fe, CA |  | 108857 |  | Distributor not manufacturer
FB | GB | Parsons & Whittermore |  |  |  |  | -252694
 | GB | Partners Concept Development
 | DR | Playtex | Consumer Products;  Hygeine | Public | Westport, CT
FB | DR | Pope & Talbot | Forest Products | Public | Portland, OR
 | GB | Port Huron Fiber | DIP Producer
JB/CS | DR | Potlatch | Forest Products, Tissue, Printing & Writing Papers | Public | Spokane, WA |  | -62598 | 148685 | 14% NBSK, 37% HDWD,  14% DIP, 35% BEK;  Potential Long
 | GB | Preco Corp |  |  | New York |  | 9566 | 60438 | 82% NBSK, 18% DIP
JB | DR | Proctor & Gamble | Consumer Products | Public | Cincinatti | C | 1480075
JB/CS | GB | Rayonier | Lumber | Public | Jacksonville, FL
CS | DR | Riverside Paper Corp | Printing & Writing Papers & Art Paper | Private |  |  | 29640 |  | Recycled
FB | GB | Sappi | Coated and Specialty Papers; Pulp | Public | Boston |  | 437918 | 50000 | 50/50 NBSK/NBHK;  [NAME];  60% integrated;  Duke working on outsourcing
 | GB | SCA Tissue | Consumer Tissue | Public | Sweden |  |  |  | Bought GP assets with GP supply contract
JB/CS | GB | [NAME] | Tobacco, Printing & Writing Papers | Public | Atlanta | C | 64787 | 50000 | NBSK;  KC spin-off 5 yrs. ago
 | DR | Sealed Air Corp | Food Packaging | Public | [NAME], NJ |  | 33140
 | GB | Shasta Paper |  | Private
 | DR | Simkins Industries |  | Private |  |  | 39723 |  | Recycled
 | DR | Simplicity Holdings |  | Private |  |  | 2070
CS | GB | Simpson Paper | Lumber & Packaging | Private | Tacoma, WA |  | 57847 | 92240 | 18% NBSK, 61% HDWD, 21% DIP;  NBSK Pulp Mill
JB/CS | DR | Slocan Forest Products | CTMP & Lumber Producer | Public | Richmond, British Columbia |  |  |  | Millar Western wants to buy Fiberco (Sub)
DC | GB | Smurfit Stone Container | Containerboard | Public | Chicago, IL |  | -1065622 | -250000 | Long Pulp
FB | DR | Smurfit Newsprint | Newsprint |  |  |  | -169050 | 6049 | NBSK
FB | DR | Southworth Co. |  |  |  |  | 6240
CS | GB | Spexel Inc | Currency, Government Paper, [NAME], Text & Cover Papers | Private | Quebec |  | 11152 |  | Former Domtar mill
 | GB | St. Mary's Paper / Belgravia |  |  | Ontario
FB | GB | [NAME] | Coated Groundwood | Public | WI | C |  | 200000 | Decisions made in Helsinki
FB/CS | GB/DR | Sun Capital/Smart Papers | Printing & Specialty Papers | Private | Boca Raton / Cincinatti | A |  | 100000 | NBSK / NBHK;  Recent acquisition of $90MM book value [NAME] for $10MM from IP/Champion.  Own 2 other paper related assets;  Placed $3MM bid for energy assets
JB | GB | Tembec | Forest Products | Public | Quebec |  | -170096
JB | GB | Tyco Int'l/Kendall Healthcare | Diapers | Public | King of Prussia, PA |  |  | 100000 | Fluff Pulp
 | GB | Uniforet (Tripap) | Pulp & Lumber | Public | Quebec |  |  |  | Tripap consumes pulp
 |  | Universal Forest Products | Lumber | Public | Grand Rapids, MI
 | GB | UPM-Kymmene | Forest Products | Public | Helsinki, Chicago, MN, NB Canada |  | -1460 | 140000 | Quasi-Govt Entity;  Long-term Bowater & Tembec
FB | GB | Wausau-Mosinee | Writing, Printing & Specialty Papers | Public | Mosinee, WI | A | 368083 |  | Interested in expanding tissue business for industrial towling
JB | DR | Wellspring Capital/Paragon | Disposable Diapers | Private | Atlanta | A |  | 50000 | Fluff Pulp;  Large gas customer
FB | DR | West Fraser Timber | Timber, Newsprint, Paper | Public | Vancouver, BC |  |  |  | Long BCTMP
FB/CS | DR | West Linn Paper Property Co |  |  |  |  | 85372 | 96044 | 26% NBSK, 74% HDWD
FB | DR | Western Pulp Ltd Partnership / Doman | Packaging and Nursery Products | Private | [NAME], OR
DC | GB | Westvaco | Containerboard | Public | NY, NY |  | -2342592
 | DR | Weyerhaeuser | Timer, Printing & Writing Papers | Public | Tacoma, WA |  | -1691515 | -2000000 | Pulp Long
 | DR | Wicor |  |  |  |  | -9102 | 21043 | 89% NBSK, 11% DIP
 | DR | [NAME] | White paper, [NAME] paper, Building materials | Public |  |  | -655011 | 301667 | 78% NBSK, 5% HDWD, 17% DIP;  Weyerhaueser
 | DR | Windsor [NAME] | Insulation | Private | Poquonock, CT |  | 3000 |  | Small