A fair number of those have been on the HYP radar before, even the vertical integration forests-to-paper case of Mondi, albeit only briefly between being spun of from Anglo American and hitting the credit crisis and massively cutting its dividend.

Still, there's some attraction to owning a piece of 1200 sq miles of South African forests ... (their 8000 sq miles of Russian forests doesn't appeal so much, some other shareholders can have those :-)