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International Cement Review | Editor's Blog
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It’s perhaps the sign of a simple mind, but I never fail to smile at the recollection of the Woody Allen quotation that the definition of a financial advisor is someone who you pay to invest your money …until it's all gone. Its resonance...
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The Lafarge ownership saga continues. Last month saw Albert Freres - Group Bruxelles Lambert - seemingly spend close to Euro 100m mopping up Lafarge shares on the French stock exchange, according to official filings, at prices ranging between Euro 70-80...
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The recent brief conflict in Georgia still has some way to run with the Russian’s apparently in no hurry to return to the former status quo. There are two sides to every story, of course, but the Russian view that the Georgian president should be...
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“That’s where John McCain was shot down in 1967”, my taxi driver said rather nonchalantly as we weaved our way through Hanoi’s heavy traffic back to the airport. I looked over at the city park and the placid lake into which the...
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At the end of March 08, Cemex had a net debt US$18,813m disclosed, and a further undisclosed amount of debt in the form of perpetual notes that were lumped together with minorities. Cemex has not yet published its accounts for 2007, but at the end of...
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I am not a successful investor. I classify myself as one who would, at times, buy high and sell low. One who would finally take the plunge to buy tech stocks the day before the market crashed back in 2000 or whenever, and one, when offered Cemex stock...
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The recent Cemtech Conference in Dubai highlighted some interesting topics, many of which centred upon the current supply patterns for cement in the Middle East and, not least, intense debate over the continuing strength of the UAE market. Many analysts,...
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It looks like the fall in stock market valuations over the past couple of weeks may cause problems for some borrowers (but not all) in our sector in a number of debt financed deals. Higher margin payments may have to be made as valuations decline. Recent...
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Having seen what some of my editor colleagues write when they put pen to paper one is reminded of the old adage: silence is golden, but let's throw caution to the winds and see what is stirring in the cement mix this week. I remain puzzled by the...
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