Archive for the ‘Lafarge’ Category

North Korea: “An Opportunity Like None Other”

From The Wall Street Journal’s Deal Journal, an interesting review of Lafarge’s recent acquisition of the Egyptian cement company Orascom (covered in this blog earlier) which emphasizes that the purchase also involved an entree for the French company into North Korea. As the article notes, North Korea may – eventually – offer an opportunity like […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.