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Ответ на запрос информации
Andrew, Sandy,
Предмет обсуждения
Here’s the information you requested on the HSF alloyinvestment.
Первый вариант
If we buy:
Optimistic figures on 7-year horizon suggest future cash inflows at about 78M. Low interest rates in Central America look stable, and the HR legislation that just passed gives management more latitude than in the past. It’s not another SoCorp scenario.
Второй вариант
If we don’t buy:
The chief risk is that Lumina will make a move that will potentially increase competition in Central American markets. We can postpone investment until Reichart is on the block and then position for subsidiaries.
Подтверждение доброй воли
Give me a call before the week is up and we’ll discuss the details.
