Abitibi-Consolidated Overview Busko 2006
Abitibi-Consolidated is… North America’s leading newsprint producer A global leader in the production of uncoated groundwood (commercial printing papers or CPP) A major producer of wood products Abitibi-Consolidated Overview – 2
Business Mix Focus on North American Assets 2005 Sales by Segment ($5. 3 billion) International Newsprint 18% Commercial Printing Papers 29% North American Newsprint 36% Wood Products 17% Abitibi-Consolidated Overview – 3
Abitibi-Consolidated is… Supplier of products in close to 70 countries North America’s largest recycler of newspapers and magazines Committed to the sustainable forest management of more than 40 million acres through third-party certifications Abitibi-Consolidated Overview – 4
Products
Our Paper Product Line ABINEWS ABILITE ABICAL > Newspapers > Inserts > Circulars > Directories > Guides > General commercial printing > Telephone directories > Catalogues > Specialty lightweight printing > Inserts > Flyers > Circulars > Magazines > Catalogues > Tabloids > Digests ABIFORM > Newspaper insert jackets > Stand-alones, durable ads > Special promo sections > Continuous forms > Cash register receipts > Stock tabs > Job tickets ABIBOOK > Paperback books > Trade books > Educational workbooks > Coloring books ABIBRITE > Inserts > Circulars > Special sections > General commercial printing ABISERT > Instruction manuals > Magazine inserts > Catalogue order forms > Business directories > Health care guides > Real estate guides > Trade and tour books > Educational workbooks > Guides and maps > Direct mail > Financial printing Abitibi-Consolidated Overview – 6
Our Paper Customers One in three newspapers in North America and one out of six in the U. K. are printed on our paper. – Arizona Republic – Atlanta Journal-Constitution – Chicago Tribune – Cincinnati Enquirer – Daily Mail (U. K. ) – Dallas Morning News – Globe & Mail – Indianapolis Star – Le Journal de Montréal – New York Times – New York Daily News – Pittsburgh Post-Gazette – Star Tribune – The Mirror (U. K. ) – Toronto Star – Washington Post We produce commercial printing papers for flyers, books, catalogues and magazines. – Best Buy – Harlequin – Home Depot – John Wiley & Sons – K-Mart – Kohl’s – Lowe’s – Mc. Graw-Hill – Penguin/Putnum – Quebecor World – Random House – RR Donnelley – Sears – Simon & Shuster – Time – Valassis Abitibi-Consolidated Overview – 7
UFS Substitutes
UFS Substitute Grades – “Superbrites” § Equal Offset® (EO) – An 84 -bright surface-enhanced sheet engineered as a replacement for commodity uncoated offset available in 40, 42. 5, 45, 50 and 55# basis weights. § Innovative Offset™ (IO) – An 81 -bright cost-effective, surface-sized sheet that provides stiffness and print quality you demand while offering value; available in basis weights 35#, 40# and 45#. § Alternative Offset® (AO) – An 80 -bright uncoated sheet designed as a low-cost substitute for UFS available in basis weights ranging from 27 to 50#. Abitibi-Consolidated Overview – 9
Why Mechanical Papers § Mechanical pulp based papers offer lighter basis weights with high opacity and bulk § Lighter weights offer cost savings: lower distribution costs & more linear feet per ton § Mechanical pulping is a high yield process requiring 50% less wood fiber and is bleached using a TCF process § UFS buyers had limited options beyond brand names, until now… Abitibi-Consolidated Overview – 10
Environmental Benefits Over UFS § “Mechanical” pulping is a high-yield process requiring half the wood fiber to make 1 ton of pulp. – A 42. 5# EO sheet uses less wood fiber than a standard 50# UFS sheet containing 50% recycled content. § All “mechanical” fiber is bleached Totally Chlorine Free (TCF). – Equal Offset and Innovative Offset are TCF. Alternative Offset is either TCF or ECF (if manufactured at Fort Frances). Abitibi-Consolidated Overview – 11
How Many Trees Required? Fiber for Kraft Fiber for TMP/GWD To print 1, 000 square feet of paper Abitibi-Consolidated Overview – 12
Why Substitute for UFS? UFS IS AN OVER-ENGINEERED PRODUCT FOR MANY OF ITS CURRENT END-USES § Freesheet needs to be made in heavy weights to achieve acceptable levels of opacity and thickness. § Freesheet by definition is made from a chemical pulping process, which is a less efficient use of wood fiber. § Therefore, freesheet, by its very nature, may be an overengineered product for specific applications. § Do you really need a 92 brightness, 20 lb. sheet with archival properties for short life span products? Abitibi-Consolidated Overview – 13
Abi Offset Strategy § Our mission is “To be the world’s market leader in UFS substitutes. ” § Since product launch in 1995 we have grown from one machine/one mill to five machines/three mills; from 100, 000 to 700, 000 short tons of capacity. § Our vision is to grow through innovation delivering value to the market beyond current capacity and applications. Abitibi-Consolidated Overview – 14
Evolution of Abi Offset § Evolution of Markets – – – – Newspaper Supplements Books Merchants Commercial Printers Forms Financial Direct Mail § Evolution of Products – – – – – Alternative Offset Alternative Book Cream Equal Offset Alternative Opaque Alternative Bond Equal Bond Innovative Offset More to come Abitibi-Consolidated Overview – 15
Superbrite + Offset Roll = 3. 1 M mt Superbrite + Offset Roll = 3. 0 M mt UFS Market Overview | NA Demand Trends Total Shipments Growth 000 ‘mt 1999 -2005 UFS Offset Rolls -443 Superbrite +508 The second largest UFS segment, offset rolls declined largely due to superbrite substitution. Source: RISI Abitibi-Consolidated Overview – 16 Note: 1999 -2002 is based on ACI shipments of Superbrite only, 2003 -2005 is based on NA Shipments
N. A. UFS Consumption N. A. ABIOFFSET Sales Abi Offset Sales History Strike Continuous growth despite overall UFS market trends Source: Company documents and RISI Abitibi-Consolidated Overview – 17
Abi Offset Value Proposition Environmental benefits and lower cost alternative for the customer Pricing Levels Equivalent paper cost for 100 tons of UFS 50 lb 15% 30% Tons required for same surface 100 t 85 t 70 t Abitibi-Consolidated Overview – 18
Where Next? RISI UFS = 12. 82 million short tons Cut-Size excl. forms Business Offset Rolls Kraft Envelope AO/EO/IO’s current competitive arena Offset Rolls Other Cut Size – 8. 1 M mt – 63% Offset Sheets Cover & Text Wove Envelope Forms Formbond Carbonless Offset Sheets/Rolls Two thirds of UFS is in the Cut-Size arena Abitibi-Consolidated Overview – 19
What Do We Know? § Uncoated mechanical grades can be and are printed on many digital presses (Oce 7000 to 9000 series, IBM 4100’s, Xerox Docutech, HP Indigo, HP 3250, Delphax), ACI products included § ACI recognizes in that all digital equipment technology is not equal and in some cases there may be a need to redesign our paper products for digital printing § ACI recognizes that in the Direct mail markets our paper is already static printed Offset and digitally printed for many jobs § ACI recognizes that in many jobs controlled UV gain for OCR is important – Our Superbrites are quality controlled to stay within OCR Standard 1 § ACI has no converting capabilities at this time § ACI has experience selling into the B to B market Abitibi-Consolidated Overview – 20
What Are We Doing? § Focusing on developing a Laser MOCR guaranteed grade forms/statement market § Research work into developing an ink jet grade § Market research into acceptance of groundwood products § Full business assessment for Superbrite substitution vs. UFS (Folio, Cut-Size, etc. ) Abitibi-Consolidated Overview – 21
Abitibi-Consolidated Overview
BACKUP
Abi-Offset Grades Specifications BASIS WEIGHTS 27 30 33 40 42. 5 45 50 55 EQUAL OFFSET • • • Brightness (ISO) 84 84 84 Opacity (TAPPI) 91 91. 5 92 95 96 Caliper 3. 45 3. 75 4. 0 4. 5 5. 0 PPI 580 534 500 444 400 INNOVATIVE OFFSET 35 • • • Brightness (ISO) 81 81 81 Opacity (TAPPI) 87 90 93 Caliper 3. 4 3. 9 4. 3 PPI 588 512 464 ALTERNATIVE OFFSET • • Brightness (ISO) 80 80 Opacity (TAPPI) 82 84 88 88. 5 90 91 92 2. 6 2. 2 2. 85 3. 1 2. 4 3. 05 3. 4 2. 6 3. 25 3. 6 2. 95 3. 7 4. 2 3. 4 4. 1 4. 5 4. 85 Caliper EF Smooth Vellum PPI – Made to finish Abitibi-Consolidated Overview – 24
Manufacturing Locations § Alma, Quebec – PM #14 – Capacity: 250, 000 ST – Products: Equal Offset & Alternative Offset § Beaupre, Quebec – PM # 1 & 2 – Capacity: 212, 000 ST – Products: Equal Offset, Equal Envelope, Innovative Offset, Alternative Book Cream § Fort Frances, Ontario – PM # 5 & 7 – Capacity: 215, 000 ST – Products: Alternative Offset, Alternative Opaque, Alternative Book Cream Abitibi-Consolidated Overview – 25
Maps
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Canadian Woodlands Under Our Management British Columbia Québec Ontario Newfoundla nd Abitibi-Consolidated Overview – 29
Environmental Stewardship
Our Commitments § Responsible and sustainable use of resources § Continuous improvement of practices and performance § Enhanced community relations § Meet and exceed customer expectations Abitibi-Consolidated Overview – 31
Forest Conservation Our Actions § Identification of high-conservation-value forests (HCVF) – HCVF projects on all public lands under the stewardship of Abitibi-Consolidated (2007) – Contribution to the provincial strategy on forest conservation and protected areas § Projects on caribou habitat protection § Ecological gifts § Action on conservation planning process Refer to our Report on Forest Conservation – May 2004, in the Environment section at www. abitibiconsolidated. com Abitibi-Consolidated Overview – 32
World’s Leading Paper Recycler § We manage the recovery of close to 2. 0 million tonnes of newspapers and magazines per year. § In 2005, the Paper Retriever® program paid close to $3. 8 million to schools, churches and other non-profit organisations. § In the U. K. , we supplement collections from the Abitibi Paper Retriever® and paper bank systems by providing curbside collection to over 3. 2 million homes. Abitibi-Consolidated Overview – 33
Environmental Programs § Practices minimizing impacts on water, air and soil – Pulp and paper mill effluent treatment and responsible use of biosolids (energy, agriculture) – Recovery and use of wood residues – Greenhouse gas reductions and climate change initiatives § Research and innovation – High-yield process and product development; optimal fibre usage (Alternative Offset®, Equal Offset® and Innovative Offset™) Abitibi-Consolidated Overview – 34
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