In this week’s show
00:20 – Q1: I’m looking at moving some funds across to China market ETF’s and considering IZZ-CETF- CNEW- DRGN- ASIA from other research I’ve seen China appears to be running on much lower PE’s and perhaps offering more value – so if possible you’re view on this as a strategy with current market in mind.
06:21 – Q2: Do you have an opinion on Alliance Airlines (AQZ). Following the significant reduction in guidance announced, the stock has plummeted to around $1.35. The airline seems to be trading profitably and the NTA is reportedly $2.89 per share which, if true, would make the stock a screaming buy!
12:22 – Q3: Is Fortesque a buy hold or sell?
14:42 – Q4: With Trump doing deals for rare earths on every continent is there a possibility that new mines and processing plants will open up, flood the market and lead to prices bottoming out. I’m concerned that new mines and processing plants will be left with huge stock piles and no way to recoup the investments. Possibly the “rare earths” bubble of the future?
