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EPISODE · Jul 2, 2025 · 6 MIN

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from Al Ahly Pharos · host Al Ahly Pharos

Strategy| ELEC is well positioned to re-rate in 2026ORAS| ICC ruling on Sidra dispute significantly lower than expectedJUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entryISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upsideCement Market | Government steps in; Reinforces our USD60/ton target. 

What this episode covers

Strategy| ELEC is well positioned to re-rate in 2026ORAS| ICC ruling on Sidra dispute significantly lower than expectedJUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entryISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upsideCement Market | Government steps in; Reinforces our USD60/ton target.

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Frequently Asked Questions

How long is this episode of Al Ahly Pharos?

This episode is 6 minutes long.

When was this Al Ahly Pharos episode published?

This episode was published on July 2, 2025.

What is this episode about?

Strategy| ELEC is well positioned to re-rate in 2026ORAS| ICC ruling on Sidra dispute significantly lower than expectedJUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional...

Can I download this Al Ahly Pharos episode?

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