MRE
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0.26% $1.95 metrics real estate multi-strategy fund

Ann: Year End Profit Guidance , page-7

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  1. danbradster
    2,083 Posts.
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    09/02/11
    17:31
    Post #: 7867435
    I have yet to find a chart for sulphur, but I found a website reporting some figures - http://cruonline.crugroup.com/Default.aspx?tabid=483

    Does 'Adnoc announces February price at $190/mt FOB Ruwais' sound remotely similar to our Vancouver price?

    So that would be 425,000mt * $190 = $80m compared to last year's cost of maybe 425,000mt * $160 = $68m? Doesn't seem too problematic, 12m increased expenses, an increase of 3%. Small enough compared to potentially 30% higher revenue.

    Thanks for the additional info.
    MRE Price at posting: 90.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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