tag:blogger.com,1999:blog-2335748440449035592.post4831457284552423413..comments2008-10-29T12:54:48.052-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-68464130337088993082008-10-29T12:54:00.001-04:002008-10-29T12:54:00.001-04:00Yep, you can get MOS POT and CF for 2-3x EPS net of cash.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-14719087193128967102008-10-29T11:57:00.000-04:002008-10-29T11:57:00.000-04:00TM,<BR/><BR/>SQM earnings seem good, but I guess the 8x forward pe is a little high for this market. <BR/><BR/>http://biz.yahoo.com/prnews/081028/3771683en_public.html?.v=1Willyhttp://www.blogger.com/profile/10880069777522410783noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-18751022495184314222008-07-11T15:37:00.000-04:002008-07-11T15:37:00.000-04:00yea followed this one as well but never gotten in. gotta love the cramer effect though! right up and then straight down.<BR/><BR/>where'd you see the breakdown of 15% biz from lithium? earnings transcript? i'd like to see their whole breakdown of what % of sales come from each product these days. been a while since i've looked in them in depth. wonder if they're shifting their bizJ. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.com