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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (39318)	9/17/2010 9:53:58 AM
From: Spekulatius	Read Replies (2) of 78758

re GFRE Jurgis, yes the harsh winter was mentioned in GFRE's press releases. I assume it may freeze the water of some wells and such impede production. I did find the chart from ICL interesting that shows bromide concentrations of different resources - chinese wells had very low concentrations of bromine, which may also mean high production costs. GFRE stated selling prices of 3$/kg Bromine seems roughly inline with world market prices, so I am not sure why a chinese producer in China would have a large advantage - sure there are some transportation costs (hazardous good!) but would they be high enough to impede competition? >>In essence then one has to think about GFRE as E&P with resources and resource replacement being an important part of the valuation.<< Bingo!

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