On July 31st 2012, the Blue & White Investment Group released an analysis on Central European Distribution Company (CEDC) equity. We suggest reading it, as it will provide a better context to this analysis. The thesis of the past analysis was that CEDC was a profitable long opportunity. The facts have changed in the past six months.
A primary reason for having a long stance on the company's equity was due to a strategic alliance that was in place with Russian Standard and affiliate Rouste Trading Ltd. (RTL). The upside to this strategic alliance would come from potential synergies in operations, Roustam Tariko's (Owner of Russian Standard) knowledge and connections with the Russian...
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