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Strategies & Market Trends : Value Investing

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To: burryfan who wrote (39310)9/17/2010 1:38:24 AM
From: Spekulatius  Read Replies (1) of 78764
 
re Burryfan -
>> Of course, their source for this info is from 2007 GFRE press release. <<

Nice research but the problem is that all the links I get are pointing towards GFRE and their releases but none go to the operating subsidies.

I have been able to find links to ICL which claims to be the bromine market leader and lowest cost producer (somewhat credible since the dead sea is the highest concentration bromine source available:

icl-group.com

Interesting that they state in the Y2010 report: "Production of bromine in China continued to decrease,because of depletion of bromine resources, a harsh winter and high production costs."

In above link, it appears that China's well with only about 0.2g/l of bromine should have fairly high production costs.

Interesting that they also mention well depletion as an issue in China.
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