From Kim Eng:
GMG Global Limited (GMG SP, $0.23, NOT RATED) – GMG is an integrated natural rubber company with plantations in Africa and processing operations globally. It stands to benefit from higher natural rubber prices, which have resumed their upward trend since the Japanese disaster in March. If prices continue at this level, 2011 could turn out to be a very profitable year for GMG, a seeming disconnect with its share price which has remained flat.