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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (42691)5/19/2011 9:59:19 AM
From: Spekulatius2 Recommendations  Read Replies (1) of 78476
 
re GFRE -

I think this is an excellent article in Seeking alpha - laying out that GFRE margins seem too good to be true. This matches some of the "research" I have been doing (and is found somewhere on this board) that Israel Chemicals ought to be the low cost producer for Bromine (due to higher concentrations in the dead see brine) while China's bromine are more marginal. No further comment, we can all come to our conclusions:

seekingalpha.com
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