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Wednesday, October 11, 2006 1:17:56 PM
I believe the export license for softwood is much more critical to the needs of Laing Homes and their future plans. And just because we are currently experiencing a small dip in housing in the US, we cannot underestimate the market for materials as we roll out of this housing breather.
We don't quite know yet where this all leads but I think it will clear very soon. The relationships Petar has built in the Arab world through CCM and Wessal will define where our little Canadian company goes. The nagging question for me has always been what you asked, "Why Sulja?" But considering the "cement" 10 cent floor placed beneath this stock in the last few weeks... what's to lose?
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