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alan russell - Mon, 02 Jan 06 :

wcjan25 - you could well be right, I suspect we will see the price marked down omorrow on the Russia/Ukraine news. For long term holders like myself there is some comfort to be derived from Hanson and Baggeridge announcing extended shutdowns with no similar announcement from MBH. It may be that the efficiency of the modern plant is giving MBH an edge. Of course it may be that MBH are also closing plant but just haven't said so and in this climate margins are bound to suffer so it looks like being a tough year.


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