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HAG - HOLD - Balancing Cash Flows - Initiation

What is a fair price for HAG? In writing this report we recall our visit to the province of Attapeu in Laos with Mr. Doan Nguyen Duc, the renowned Chairman of HAG last November. We had many questions then and even more now. What is the value of 36,000 ha of rubber trees nurtured by drip irrigation? Will there continue to be enough water in the reservoirs to run the hydro plants?...