Glencore

rffrydr · Posted: Thu Jun 16, 2011 2:56 pm Post subject: Glencore

If this were Sumitomo or Mitsubishi no-one would luv it because they are not "incubators"--they use the stuff. And that's a handicap by current market measures (buy shovels, not the shoveled ....).

http://ftalphaville.ft.com/blog/2011/06/16/596131/glencore-an-overvalued-japanese-throughput-manager/
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Tue May 15, 2012 6:01 pm Post subject:

rffrydr · Posted: Mon Mar 26, 2012 10:30 am Post subject:

It doesn't get any more "basic materials" than this Rolling Eyes

http://ftalphaville.ft.com/blog/2012/03/26/936991/glencore-08-revisited/
_________________
Today is the Tomorrow you worried about Yesterday!