Replies to post #83526 on China Growth Stocks

[PDG]

GURE - Just to be fair - here are my negatives

The biggest problem with GURE is the same with their competitor in the US - investors asking: WHAT IS BROMINE and why is it important. It is a bit of a headwind when your commodity is not know outside of a science lab or a hot tub.

In some ways the attention to GURE is just a little bit good - many investors now know who they are and what they do and why they are important to the party in China - 8 months ago, no one here or anywhere knew who they were are what they did - they, I wish I would of been a memeber of that group some days.

They are going to have to show the way to a real 2x or 3x run up in the stock with a lot of ongoing well documented cash - free cash - no one does that better than GURE.

If there is another short hit - expect to see GURE come out with red seal letters from the home office / executives of their banks with detailed documentation of the cash. I am sure they have those documents already waiting for the shorts as the BFG - they are good about holding cards until they are needed which I think is a good strategy now that I have seen it play out. They are also good about having documentation ready and sealed for SEC recording.

It is clear that the debt providers already have those documents and a lot more as GURE neg lines of credit or short term debt instruments as part of this Daying deal.

Not much that Albemarle can do now to gum up the works - this is not good for their asias business for sure, but ALB is still a solid stock if you looking for a Bromine play in the US.

Biggest problem short term to the stock: You never want ICL or any state owned frim in Isreal coming after you - as I am sure you know they are very very tough and do not play well with others, so that is one BIG down side to GURE you should consider - you should not underestimate what ICL will do to protect its interest - they are very smart and resource/cash rich and have no one limiting their actions at all - no one - I have my view but safe to say you could not have a worst competitor than a state owned Isreal commodity firm dumping $$ into the govt jars.

I think the PRC Party understands this and gives GURE added juice to offset ICL's and its pals. I think Daying in some ways is PRC saying to ICL - we are as tough as you baby - if you don;t think they guys focus on each other every single day, and that the govts are at some level looking at this, and work to step on each others face, well that not how the world works in my view.
Okay, now go out and buy-up all the GURE you can find...