Kamal Ahuja's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/170102/comments http://seekingalpha.com/article/103459/comments?source=feed#comment-296849 296849 Mon, 03 Nov 2008 01:04:26 -0500 http://seekingalpha.com/article/97924/comments?source=feed#comment-270498 270498
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The Indian government faces a formidable task of managing inflation. I believe this should become the top priority of the present administration. Clearly, energy costs are distorting the economic picture with inflation eating away any perceived real gdp growth.

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The Indian government faces a formidable task of managing inflation. I believe this should become the top priority of the present administration. Clearly, energy costs are distorting the economic picture with inflation eating away any perceived real gdp growth.

]]> http://seekingalpha.com/article/89982/comments?source=feed#comment-226781 226781 Sat, 09 Aug 2008 12:41:01 -0400 http://seekingalpha.com/article/76875/comments?source=feed#comment-218482 218482
Both ROC and FMC reported strong quarterly earnings this morning.

Rockwood Holdings Reports Q2 (Jun) earnings of $0.68 per share, excluding non-recurring items, $0.08 better than the First Call consensus of $0.60; revenues rose 17.8 percent YOY to $945.5 million vs the $902.1 million consensus. Company reaffirms FY08 revenue growth guidance of +8% (Adapted from Briefing.com / In Play)

FMC reported that 1Q Revenues jumped 23 percent to $806.6 million. Excluding a restructuring charge of $14.5 million, the company posted earnings of $1.29 per share. Net income in the quarter was $84.4 million, or $1.10 a share. FMC also again raised its 2008 profit forecast, excluding restructuring and other charges, to $4.20 to $4.40 per share (Adapted from Reuters report).

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Both ROC and FMC reported strong quarterly earnings this morning.

Rockwood Holdings Reports Q2 (Jun) earnings of $0.68 per share, excluding non-recurring items, $0.08 better than the First Call consensus of $0.60; revenues rose 17.8 percent YOY to $945.5 million vs the $902.1 million consensus. Company reaffirms FY08 revenue growth guidance of +8% (Adapted from Briefing.com / In Play)

FMC reported that 1Q Revenues jumped 23 percent to $806.6 million. Excluding a restructuring charge of $14.5 million, the company posted earnings of $1.29 per share. Net income in the quarter was $84.4 million, or $1.10 a share. FMC also again raised its 2008 profit forecast, excluding restructuring and other charges, to $4.20 to $4.40 per share (Adapted from Reuters report).

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In addition to FMC and ROC (both of which have retracted 15-20% from their recent highs), SQM is another way to invest in the impending lithium boom. Incidentally, SQM announced that "its current annual lithium carbonate capacity would increase from 30,000 tonnes to about 40,000 tonnes by the third quarter of this year". ]]> Thu, 24 Jul 2008 15:52:50 -0400
In addition to FMC and ROC (both of which have retracted 15-20% from their recent highs), SQM is another way to invest in the impending lithium boom. Incidentally, SQM announced that "its current annual lithium carbonate capacity would increase from 30,000 tonnes to about 40,000 tonnes by the third quarter of this year". ]]> http://seekingalpha.com/article/86657/comments?source=feed#comment-213480 213480 Thu, 24 Jul 2008 12:33:30 -0400 http://seekingalpha.com/article/84830/comments?source=feed#comment-207091 207091 Wed, 16 Jul 2008 14:22:31 -0400 http://seekingalpha.com/article/82135/comments?source=feed#comment-189788 189788 FMC) and Rockwood Holdings (ROC) in my article at the following link:

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Both companies still trade at respectable and lower valuations than SQM.]]> Sat, 21 Jun 2008 14:10:19 -0400 FMC) and Rockwood Holdings (ROC) in my article at the following link:

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Both companies still trade at respectable and lower valuations than SQM.]]> http://seekingalpha.com/article/80013/comments?source=feed#comment-180406 180406 Fri, 06 Jun 2008 12:05:12 -0400 http://seekingalpha.com/article/77272/comments?source=feed#comment-168119 168119 Thu, 15 May 2008 11:50:22 -0400 http://seekingalpha.com/article/73148/comments?source=feed#comment-154491 154491 Tue, 22 Apr 2008 02:11:31 -0400