The following are my thoughts only. They are put on this blog for family members' perusal and not designed as investment advice.
CDL - (Canada Land) company which has its investment in China real estate. I like the connection to China even though the risk is that control is not in Australia. CDL is going ex dividend Aug 16. It is an investment which should be long term as it is raely traded and one might find it hard to sell if money is needed in a short term.
SNE - (Somerton Energy) A company which missed bankruptcy by being taken over by its ex partner Beach. My hope is that Beach had a good reason to save this company and these become reality soon.
Of course Beach itself - BPT - whould be a decent investment if you are looking for longer term investment
MEY BMN - (Marenica & Bannerman) These two uranium hopefuls are on my watchlist. I believe that uranium prices will rise as the world economy gets back on track and China is looking for more energy.
ASB - Austal is a shipbuilding company and according to some reports may be on the verge of signing a big contract. If this should happen there could be a decent increase in its shareprice.
NTU - this has been a stock I have long followed; but got disenchanted when french Avexe decided not to support a recent capital raising. Now its apparent why: the company is shifting its focus from uranium to rare earth minerals. I am back in hoping that the recent chinese interst in this company will give it futher lift. NTUOB are 15c options with a fair bit of time to run.
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