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To: sun-tzu who wrote (152296)2/19/2002 9:41:48 PM
From: yard_man  Read Replies (1) | Respond to of 436258
 
had to write down some stuff in Argentina -- at least that's what it said in one of my trade mags. I suspect there is some guilt by association going on ... also the rush to build new assets has probably peaked -- order-wise??

How's that sound for someone completely ignorant of their proper valuation?? <g>

If I were to do DD on them -- I would want to know where their plants are, what type of contracts they have to supply power. There might be some value there -- hard to tell at first glance.

Some concentration in Argentina

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