The Wonderful World of Cement

rffrydr · Posted: Sat Feb 09, 2008 9:09 am Post subject: The Wonderful World of Cement

Sometimes the simplest and most basic thing is the most complicated of all:

http://www.fool.com/investing/general/2008/02/08/the-wonderful-world-of-cement.aspx
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Fri Apr 04, 2008 7:22 am Post subject:

Chavez goes with nationalization; sad irony for an oil economy.

http://www.bloomberg.com/apps/news?pid=20601087&sid=a1X.Z5a2TM_0&refer=home
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Wed Mar 12, 2008 7:35 am Post subject:

Indian stats:

The quarterly sales growth of the past few quarters is as follows; December, 2006- 51%, March, 2007- 37%, June, 2007- 26%, September, 2007- 21%, December, 2007-13%. Meanwhile, the quarterly adjusted PAT growth is as follows; December, 2006- 315%, March, 2007- 60%, June, 2007- 33%, September, 2007- 34% and December, 2007- 11%.

http://www.moneycontrol.com/india/news/market-outlook/iscement-sector-seeingslowdown/16/15/330084http://www.moneycontrol.com/india/news/market-outlook/iscement-sector-seeingslowdown/16/15/330084
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu Mar 06, 2008 5:08 am Post subject:

A black market emerges in Dubai:

http://www.business24-7.ae/cs/article_show_mainh1_story.aspx?HeadlineID=3376

Is this the darkside to the gloabal infrastructure boom?
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rffrydr · Posted: Mon Feb 25, 2008 8:29 am Post subject:

Again, the Nigerian story integrated with govt. price controls and trade policies:

http://www.tribune.com.ng/25022008/news/news3.html
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rffrydr · Posted: Sun Feb 10, 2008 9:24 am Post subject:

Cement is integral to the price story in India:

http://www.thehindubusinessline.com/2008/02/10/stories/2008021051180100.htm

And oil country: Lagos Nigeria

http://allafrica.com/stories/200802041072.html
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Today is the Tomorrow you worried about Yesterday!