At current export pricing, we should not be holding Not-Ok stock to sell for longer than:Excel Graph formulas
—WEEKS
Recycled
—WEEKS
Kraft
BREAKEVEN MILLNET OVER TIME
CURRENT RECYCLED PULP MILLNET
CURRENT KRAFT PULP MILLNET
Model assumptions $
| Warehousing Cost $/T/Wk | |
| Recycled Pulp Millnet $/T | |
| Paper Reel BTM Cutting Cost $/T | |
| OCC Spot Landed Cost $/T | |
| Kraft Pulp Millnet $/T | |
| Additional Container Packing $/T | |
| Transport to BTM $/T | |
| Transport to Export Pack $/T | |
| Yield Loss | |
| BTM Benefit $/T (calc) | — |
Breakeven Millnet Based on Estimated Holding Time.
Tonnes vs hold limit (from Reel Data)
Money desk — same 1 233 reels, rolled up to $ decisions Kenneth can argue in a meeting.
Auto insights (from your spreadsheet)
What-if warehouse rate
+$1.0 /t/wk
Impact on week×tonne exposure
—
Exposure = Σ (tonnes × weeks held) from Reel Data. Changing warehouse rate scales that exposure linearly — same logic as Graph!B6.
Modellgrenser og forbedringer (enkelt forklart)
Regnearket er solid på «hold-kost vs dagens BTM/export» — men fire ting mangler: fremtidig dyrere OCC, kapitalkost (WACC), millnet-prognose, og 2× lagerleie for smale ruller (<415 mm) i Reel Data.
Tonnes under / over max hold (Recycled 14 wks · Kraft 28 wks)
Route preference (Net Export vs Net BTM benefit per reel)
Ageing buckets (Weeks on hand)
Top defect reasons (rolls + tonnes)
Kenneth project · Excel Graph + Reel Data (1 233 rolls) ·
projects/kenneth/regneark-reel-insights