Mercer International Inc (MERC) |
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Mercer International Inc's Customers Performance
MERC
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MERC's Source of Revenues |
In the Q3, Mercer International Inc 's corporate clients experienced a reduction by -7.85 % in their costs of revenue, compared to a year ago, sequentially costs of revenue were trimmed by -2.81 %. During the corresponding time, Mercer International Inc revenue deteriorated by -11.64 % year on year, sequentially revenue fell by -11.14 %. While revenue at the Mercer International Inc 's corporate clients fell by -3.09 % year on year, sequentially revenue grew by 2.2 %.
• List of MERC Customers
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Customers of Mercer International Inc saw their costs of revenue decrease by -7.85 % in Q3 compare to a year ago, sequentially costs of revenue were trimmed by -2.81 %, for the same period Mercer International Inc revnue deteriorated by -11.64 % year on year, sequentially revnue fell by -11.14 %.
• List of MERC Customers
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Customers Net Income fell in Q3 by |
Customers Net margin fell to % |
-9.72 % |
11.77 % |
Mercer International Inc's Comment on Sales, Marketing and Customers
We produce and sell NBSK pulp, which is a bleached kraft pulp manufactured
using northern softwood and is considered a premium grade because of its strength.
It generally obtains the highest price relative to other kraft pulps. Southern
bleached softwood kraft pulp is kraft pulp manufactured using southern softwood
and does not possess the strength found in NBSK pulp. NBSK pulp is the sole
pulp product of our mills.
Most paper users of market kraft pulp use a mix of softwood and hardwood grades
to optimize production and product qualities. Over the last several years, production
of hardwood pulp, based on fast growing plantation fiber primarily from Asia
and South America, has increased much more rapidly than that of softwood grades,
based on fiber that has longer growth cycles. Hardwood kraft generally has a
cost advantage over softwood kraft as a result of lower fiber costs, higher
wood yields and, for newer hardwood mills, economies of scale. As a result of
this growth in supply and lower costs, kraft pulp customers have substituted
some of the pulp content in their products to hardwood pulp.
Counteracting customers’ ability to substitute lower priced hardwood pulp
for NBSK pulp is the requirement for strength and formation characteristics
in finished goods. Paper and tissue makers focus on larger paper machines with
higher speeds and lower basis weights for certain papers which require the strength
characteristics of softwood pulp. Additionally, where paper products are lightweight
or specialized, like direct mail, magazine paper or premium tissue, or where
strength or absorbency are important, softwood kraft forms a significant proportion
of the fiber used. As a result, we believe that the ability of kraft pulp users
to further substitute hardwood for softwood pulp is limited by such requirements.
Kraft pulp can be made in different grades, with varying technical specifications,
for different end uses. Softwood kraft pulp is valued for its reinforcing role
in mechanical printing papers and is sought after by producers of paper for
the publishing industry, primarily for magazines and advertising materials.
Softwood kraft pulp is also an important ingredient for tissue manufacturing
and tissue demand tends to increase with living standards in developing countries.
NBSK pulp produced for reinforcement fibers is considered the highest grade
of kraft pulp and generally obtains the highest price.
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Mercer International Inc's Comment on Sales, Marketing and Customers
We produce and sell NBSK pulp, which is a bleached kraft pulp manufactured
using northern softwood and is considered a premium grade because of its strength.
It generally obtains the highest price relative to other kraft pulps. Southern
bleached softwood kraft pulp is kraft pulp manufactured using southern softwood
and does not possess the strength found in NBSK pulp. NBSK pulp is the sole
pulp product of our mills.
Most paper users of market kraft pulp use a mix of softwood and hardwood grades
to optimize production and product qualities. Over the last several years, production
of hardwood pulp, based on fast growing plantation fiber primarily from Asia
and South America, has increased much more rapidly than that of softwood grades,
based on fiber that has longer growth cycles. Hardwood kraft generally has a
cost advantage over softwood kraft as a result of lower fiber costs, higher
wood yields and, for newer hardwood mills, economies of scale. As a result of
this growth in supply and lower costs, kraft pulp customers have substituted
some of the pulp content in their products to hardwood pulp.
Counteracting customers’ ability to substitute lower priced hardwood pulp
for NBSK pulp is the requirement for strength and formation characteristics
in finished goods. Paper and tissue makers focus on larger paper machines with
higher speeds and lower basis weights for certain papers which require the strength
characteristics of softwood pulp. Additionally, where paper products are lightweight
or specialized, like direct mail, magazine paper or premium tissue, or where
strength or absorbency are important, softwood kraft forms a significant proportion
of the fiber used. As a result, we believe that the ability of kraft pulp users
to further substitute hardwood for softwood pulp is limited by such requirements.
Kraft pulp can be made in different grades, with varying technical specifications,
for different end uses. Softwood kraft pulp is valued for its reinforcing role
in mechanical printing papers and is sought after by producers of paper for
the publishing industry, primarily for magazines and advertising materials.
Softwood kraft pulp is also an important ingredient for tissue manufacturing
and tissue demand tends to increase with living standards in developing countries.
NBSK pulp produced for reinforcement fibers is considered the highest grade
of kraft pulp and generally obtains the highest price.
MERC's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Mercer International Inc |
668.20 |
2,106.41 |
-134.82 |
1,486 |
Avery Dennison Corporation |
18,112.06 |
8,363.50 |
503.00 |
36,000 |
Ball Corp |
21,070.50 |
14,029.00 |
711.00 |
24,300 |
Gannett Co Inc |
339.05 |
2,654.17 |
-27.89 |
31,250 |
International Paper Company |
13,704.59 |
18,916.00 |
288.00 |
31,000 |
Kimberly clark Corporation |
43,795.28 |
20,431.00 |
1,764.00 |
45,000 |
The New York Times Company |
7,174.12 |
2,426.15 |
232.75 |
3,588 |
Weyerhaeuser Company |
26,276.86 |
7,723.00 |
631.00 |
9,214 |
News Corporation |
15,062.67 |
9,965.00 |
268.00 |
25,500 |
Procter and Gamble Co |
401,916.43 |
83,933.00 |
14,865.00 |
106,000 |
The Odp Corporation |
2,074.58 |
8,132.00 |
193.00 |
56,000 |
O i Glass Inc |
2,550.40 |
7,105.00 |
-85.00 |
21,100 |
Illinois Tool Works Inc |
81,384.49 |
16,107.00 |
2,957.00 |
45,000 |
Rr Donnelley and Sons Co |
844.44 |
4,963.70 |
4.40 |
68,000 |
The E w Scripps Company |
331.29 |
2,292.91 |
-947.78 |
2,100 |
Meredith Corporation |
2,788.10 |
2,992.50 |
273.90 |
3,500 |
Fox Corporation |
15,072.14 |
14,685.00 |
849.00 |
10,600 |
National Presto Industries Inc |
578.90 |
340.91 |
34.56 |
1,043 |
Chase Packaging Corporation |
13.61 |
0.00 |
-0.67 |
7 |
Ennis Inc |
534.97 |
425.02 |
44.64 |
6,018 |
Sustainable Projects Group Inc |
0.00 |
0.01 |
-0.49 |
1 |
Crown Crafts Inc |
53.97 |
86.50 |
4.72 |
135 |
Acco Brands Corporation |
542.49 |
1,843.60 |
56.40 |
5,020 |
Louisiana pacific Corporation |
6,071.54 |
2,581.00 |
178.00 |
4,500 |
Clearwater Paper Corporation |
747.57 |
2,082.80 |
251.90 |
3,300 |
Neuroone Medical Technologies Corporation |
27.83 |
2.82 |
-13.47 |
0 |
Glatfelter Corporation |
90.35 |
1,384.71 |
-79.05 |
4,375 |
Resolute Forest Products Inc |
1,718.53 |
3,811.00 |
426.00 |
8,000 |
Sugarmade Inc |
54.88 |
3.52 |
-8.02 |
21 |
Veritiv Corporation |
2,340.76 |
6,091.90 |
637.70 |
8,800 |
Crown Holdings Inc |
9,485.90 |
12,010.00 |
587.00 |
24,000 |
Graphic Packaging Holding Co |
9,015.87 |
9,428.00 |
723.00 |
13,000 |
Packaging Corp Of America |
17,126.94 |
7,842.10 |
787.60 |
15,200 |
Silgan Holdings Inc |
5,311.70 |
5,987.56 |
325.97 |
6,700 |
Sonoco Products Company |
5,723.26 |
6,780.65 |
475.90 |
20,000 |
Minerals Technologies Inc |
2,438.90 |
2,169.10 |
88.30 |
3,583 |
Rayonier Advanced Materials Inc |
290.26 |
1,719.11 |
-36.65 |
1,200 |
Stepan Company |
2,064.62 |
2,419.82 |
52.23 |
2,073 |
Verso Corporation |
782.84 |
1,278.00 |
-3.00 |
5,200 |
Greif Inc |
3,842.46 |
5,153.10 |
360.30 |
0 |
Matthews International Corp |
958.71 |
1,880.79 |
33.19 |
10,300 |
SUBTOTAL |
722,313.85 |
300,040.94 |
27,405.41 |
660,628 |
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