how will mhm hold up in this market?, page-36

I'd also like to point out that at times like these you really need to be in quality stocks. I expect MHM to be excellent quality. My two main risk factors is that JB Morgan opens the doors of its LME Aluminum Warehouse and dumps it all on market at once as if they'll do that.... and the US deal falling through do to lack of funding. If the US does indeed fall into recession and credit gets very tight, it may be difficult to obtain the cash needed. At the moment I also see the local governments in the US being hard pressed giving out cash incentives, maybe they'll dish out a tax break or something instead, that is balanced by their need for new industry and new employment.

So as long as Aluminum prices remain strong and the US really want fresh new employment and recycling of Aluminum remains a lot cheaper then mining and refining bauxite we should be sweet.