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Cookson Group - Material discount to peers looks overdone?
LON:VSVS by Fundamental Research 1st Jul '10 · 1 comment · 7526 read · 9 votes
"With the shares trading at more than 25% to peers there is the perception that this is a late cycle heavy industrial business. However, global steel production was up +31% in first four months and the…"
 
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