International Paper Company · NYSE:IP
International Paper — Goldman Sachs Basic Materials Conference 2018
8 slides from International Paper's conference presentation, May 16, 2018
Slide 1: Goldman Sachs Basic Materials Conference May 16, 2018
Goldman Sachs Basic Materials Conference May 16, 2018
Slide 2: No offer or solicitation
No offer or solicitation This presentation is provided for informational purposes only and is not intended to and does not constitute an offer to subscribe for or purchase nor a solicitation of an offer to sell or the solicitation of any vote or approval in any jurisdiction in respect of, shares of
Slide 3: Forward-Looking statements
Forward-Looking statements Certain statements in this presentation may be considered forward-looking statements. Words such as “expects”, “anticipates”, “estimates”, “believes” and similar expressions identify forward-looking statements. The forward-looking statements include, but are not limited to
Slide 4: IP Supports Irish Takeover Panel Timetable
IP Supports Irish Takeover Panel Timetable Deadline for Binding Offer Established February 14 March 6 March 26May 16June 6 Initial approachOriginalRevised“PUSU”“PUSU” toproposalproposal announcementdeadline Smurfit Kapparejectedrejected IP supports the Panel’s decision and favors a prompt resolution
Slide 5: Building a Premier Global Packaging Business
Building a Premier Global Packaging Business Engagement Key to Unlocking Value IP believes its current proposal represents a compelling strategic and financial rationale for a combination with Smurfit Kappa IP will not proceed with a binding offer unless recommended by Smurfit Kappa’s Board of Direc
Slide 6: Strong, Sustainable Revenue Growth Across All Segments
Strong, Sustainable Revenue Growth Across All Segments1 2,3 Industrial Packaging Global Cellulose Fibers Printing Papers 15% 15% 15% 18% 20% 12% 12% 12% 9% 9% 9% 6% 6% 6% 3% 3% 3% 0% 0% 0% 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18F 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18F 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18F vs. vs. vs. vs. vs
Slide 7: Strong Market Fundamentals and Internal Catalysts
Strong Market Fundamentals and Internal Catalysts Market Fundamentals Robust global demand across core businesses High mill operating rates Packaging and pulp volume Price flow-through from 2017 increases Earnings Recent price increase realization (all businesses) Runway Product and segment mix opti
Slide 8: Investor Relations Contacts
Investor Relations Contacts Guillermo Gutierrez +1-901-419-1731 Michele Vargas +1-901-419-7287 Media Contact Tom Ryan +1-901-419-4333 Sachs Basic Materials Conference I May 16, 2018 8
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