Month: December 2011

A CER Rebound?

What if the poor execution and weak CERs trend reverse? Greenko postponed the publication of its H1 results due in August. Then, four months later, on December 14 it reported a breathtakingly disappointing H1 performance. Needless to say the stock… Read More ›

Umicore: Above Ground Mining

Umicore long-term share price outperformance versus other metals and mining companies reflects the higher returns generated by its businesses. But make no mistake, Umicore is a cyclical business. The majority of Umicore’s revenue derives from clean technologies– emission control catalysts, materials… Read More ›