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Dangote Cement: Revision to Estimates

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We have revised forecasts for DANGCEM going into 2017, considering (1) price action and competition (from LAFARGE whose production faced repeated interruptions in 2016) in Nigeria, which should impact sales volume; (2) likely price weakness in Pan Africa markets on intense competition; (3) higher (than expected) energy costs in Nigeria and Tanzania; and (4) higher ...

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