Cemex S.A.B. DE C.V. (CX)

[planetaryfuture]

Thanks, I appreciate your confidence, but I have no real investing expertise. Consider my comments as nothing more than my opinions, since I tend to "think out-loud."

I feel there should eventually be a bright future for concrete if the human race is destined to survive current economic hardships, and challenges. The economic significance of cement is too basic to ignore. It looks like CEMEX got too far ahead of their sector during a period of strong momentum by executing their massive purchase in Australia which soured on them when markets turned longer-term negative. Future outlook seems to hinge on the ability of CEMEX to liquidate sufficient assets to cover expected debt obligations. This should not be too difficult since one finds lots of cash on the side looking for great buying opportunities. CEMEX owns impressive assets. We should soon discover exactly how talented Mr. Zambrano's leadership is. I expect to see some news before the first day of the year. I hope to see market sentiment become more positive toward CEMEX after fear factors are neutralized.

Still, one finds many potential obstacles related to the health of the global economy poised to break loose. I feel we are locked into an unusually volatile period of history. The unfolding of time will reveal the true story, which may have little to do with my opinions or premonitions. Taking a cautious stance seems to be in order.

Best Wishes