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Strategies & Market Trends : Fundamental Value Investing

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To: Jurgis Bekepuris who wrote (1269)	9/16/2010 12:26:47 AM
From: gcrispin	Read Replies (1) of 4720

Good Summary: Regarding Dilution: I hope the latest press release answers some of the questions surrounding the stock. At least management is going to be crazy with dilution. Accounting Issues: GFRE doesn't have the most complicated balance sheet. No goodwill, no intangible assets. My sense is that GFRE has been caught up in the firestorm of skepticism that has taken hold of the Chinese microcap sector. Slowdown: After the second quarter report when the share price didn't go up, i thought that that a slowdown was being factored into the price. Basically, the economic environment was perfect for bromine and the market was saying that it wouldn't get any better. The price of bromine certainly crashed in 2007, but there are macro issues that should cushion a decline. The latest press release indicates the pricing environment is still positive. So I'm holding my shares. I haven't added and I'm not selling at this point. GFRE has really been caught up in a sector decline. I have cautiously added to CCME and CEU, two stocks with great balance sheets. Both are free cash flow machines, but you would never guess that from their charts.

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