China Shuangji Cement Ltd.(fka CSGJ)

[northenlightsk05]

Raw material price also goes up. For example, coal price is up more than 10%, which is about 60-70% production cost for cement producers. But cement price is up more, about 50-70%.

I think that CRJI is going to report another Q of $4 million net earning in Q1.

I think that CSJI will report less net earning than CRJI becasue CRJI produces its own clinker. CSGJ only produces their own clinker in Longkou and Ganzhou plants. They don't produce their own clinker for their new 1 million ton plant. But they plan to do so later, and they are applying for the permit.

Yes, that is PE=1 for CSGJ this year.

I like cement plays such as CSGJ and CRJI this year and next year.