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International Cement Review | Editor's Blog
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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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