look at business trends in the market and also the paper grades they make. Sappi is a coated producer which relies on chemical raw materials like synthetic binders etc. Consider the effects of raw mat inut costs.What has been happening to oil prices ? Also look at availability/cost of pulp supplies.Companies with links to russian pulp mills seem better placed in certain regions. Now consider other paper companies who produce grades like office paper that use low quantities of synthetic raw materils (chemicals) You can look up such companies on the JSE. Do your comparative analysis and you can make a more informed decision. SAP is a good share but there may be other alternative stooo.My opinions on the matter.
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