Thursday 13 November 2014

Morning Mumble (PM Edition): China investment growth near 13-year low Gabriel Wildau in Beijing

China investment growth near 13-year low Gabriel Wildau in Beijing surely this isn't behind the curve of what Li was discussing and here contradicting those Chinese Bulls. Cue the stimulus...base metals should benefit on the announcement. Will hopefully finish the post I started before a breakfast meeting. 

Atb Fraser

2 comments:

  1. Hi FJP, I read the attached write-up on shorting Concha. May be of interest: http://boards.fool.co.uk/concha-plc-is-this-1999-all-over-again-13116930.aspx
    Enjoy! rgds, Tom

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  2. Hi Tom, currently working through a number of items...so will perhaps comment on that later. Its certainly worth reading their most recent announcements...
    http://www.investegate.co.uk/concha-plc--cha-/rns/final-results-for-the-year-ended-30-june-2014/201410220700109432U/ There's an unhealthy support by certain shareholders which creates risks for shorters. I say unhealthy because it would be unhealthy for the shorter. You would be wise to follow the company those as the shareholder base is very stale....Watch this space on that one. Like yesterday, today's blog may be a little late or absent based on the bill payer (markets) requiring my attention) Cheers F

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