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Bullish Case: CLW's historical resilience in a consolidating industry, recent strong earnings, and high institutional interest suggest upside potential despite a mean-reverting trend.


Bearish Case: Short-term headwinds with operational disruptions and intensive competition may prevail, pressuring CLW's stock and challenging near-term performance.


Potential Outcomes:

1. Industry consolidation success: 25%.

2. Renewal of major customer agreements: 30%.

3. Input cost inflation impacts margins: 20%.

4. Operational efficiencies bear fruit: 25%.


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April 04, 2024


Clearwater Paper Forecast

CLW        Clearwater Paper
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)











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