Yep I provided this board with some of my findings back then...the main thing I found is that the chinese govt is getting rid of the backwards capacity/outdated plants & has a real push on for providing financial support to those cement co.'s best able to forge ahead with green efficient technologies/methodologies k. China had 5000 cememt co.'s last year but that number is expected to be drastically reduced over the next couple of years as each province has been tasked with axing out the outdated/smaller outfits & providing financial support to those players focused on efficient modernized production methods k cheers
"Never buy or sell based on anything I post - my posts are just my opinion" "I like ridin' lightnin' - rely on no-ones due but your own"