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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (30546)	4/6/2008 8:29:49 PM
From: Spekulatius	Read Replies (1) of 78702

Pargesa - These news are probably why I was not that interested in Pargesa. This logic seems a little strange. you don't buy Pargesa because you are concerned about bad news from any of Pargesa's holdings/ by the way, Lafarge is much less affected than CX from Venezuela's nationalization attempt and Lafarge as a whole is only about reflects only about 22% of Pargesa's value, which makes this almost rounding error for Pargesa's valuation - not so for CX.

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