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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (42432)4/29/2011 2:26:06 AM
From: Spekulatius  Read Replies (1) of 78625
 
re CADC -

>>Holding now only losing positions in Chinese cement company CADC<<

You really should get rid of this turkey too. CADC does not own their Chinese operation, they only claim to have "contractual right". it's right there in their last 10Q.

If that is not enough, maybe consider receivables worth 9 month of production a red flag. Sounds pretty high for a company produces the stuff on the customers site.
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