Kenneth’s model vs AI Kontor proposal
Same Excel (Data & Calculations for PowerBI Dashboard.xlsx).
Left = your Graph formulas as-is.
Right = same formulas plus four upgrades driven by last-year vppext pulp prices + Reel Data width rule + a stated WACC.
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Kenneth — Excel Graph (as sent)
Flat $5/t/wk · static millnet · no WACC · no OCC rise · no width×2
Breakeven
Recycled millnet
Kraft millnet
AI Kontor — with all 4 improvements
Breakeven (enhanced)
Recycled millnet
Kraft millnet
What we added (from last-year data)
Last year — Export pulp millnet $/T (vppext)
Source of escalation % for OCC proxy and millnet start-vs-end scenario.
AI Kontor · Kenneth project · Public: ai-kontor.com/kenneth/reel-insights-scenario.html · Plain-language gaps