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Holcim: Cementing an Exit Strategy

The Morning Brief

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Cementing an Exit Strategy on the Morning Brief With Kiranso Munche

The biggert space in semet has been occupied by chinese companies. And the domestic names we mention are far more aggressive, because they understand what they can do with these assets. When something as big as this happens, it would have much larger implications than just a pure play murgeran acquisition. So who knows, maybe this is the right time to cherry pig talent from these two pawer houses.

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