RE:RE:RE:Beaudier-Fitzgibbon-Investissement Québec-CimentFor the record, global expenditure on cement is estimated to equal global expenditure on food. The industry is running on 50 year old infrastrucure that has been modernized. New technology has greatly reduced the emissions issues. Cement is a key ingedient of every economic stimulus infrastructure project. McInnis was a good plan. CDPQ benefits by retainng 17%.
For the longs, my most blue chip holding is LHN.PA. One of the worlds largest companies. Trades in Euros and pays a nice dividend.
Good luck. Enjoy your Friday.