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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (39317)9/17/2010 9:40:28 AM
From: Jurgis Bekepuris  Read Replies (1) of 78762
 
"Production of bromine in China continued to decrease, because of depletion of bromine resources, a harsh winter and high production costs."

I think winter was mentioned in GFRE's Q1 results. Depletion would explain why GFRE is acquiring other companies to expand production. Depletion also would partially explain the price rise, since imports are probably limited (and costly?). However, this raises an additional issue - if depletion is big, GFRE acquisitions would have to be thought as only temporary resource additions. In essence then one has to think about GFRE as E&P with resources and resource replacement being an important part of the valuation.
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