RE:Possible Clara hint? ET gave a number of comments about the positive impact of Clara on working capital; that aspect alone should in my view be sufficient a driver for fairly wide application of the program. Alrosa could be seeing annual savings of maybe $5 million a year if they can rip $100 million out of working capital.
she could have pounded that point more in the speeches etc but i imgine that arguement is most compelling when it is delivered face to face as a reason to try Clara now rather than wait.
great article find Sox