NVGS just did a conference call... its worth listening to and
exploring.
As any well managed distribution company needs 2 way revenue export/import revenue, Walgreens could be on the cutting edge of reducing shipping costs in USA imports... Rx's in a controlled environment shipped to the USA 4 Rx consumption.
On the USA side, this could offset import shipping costs. Billions are being Spent yearly to meet global demand for energy including gas products. yes coal is currently a big player.
However the Market looks ahead and around the Corner and Coal long term is unhealthy to offset global medical spending.
I believe, I read somewhere, Walgreens was looking into mezzanine financing for the A/B buy-out debt..if true and I maybe mistaken.. have you seen that???
Should you have the chance listen to the NVGS conference call..
GLTA!!!