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Your Next Project Starts with Brownstoner
randi…the operation must have sharpened your sense of humor. I see you’re getting quite creative.
There’s a really great nuke play that we own…GSE Systems (GVP) which has huge market share around the world for training nuclear facility employees on the operation of the plant. As you can imagine, most of their business is now in Asia. The training is mandatory everywhere are retraining is always necessary.
The just started a big program here in the US with Southern Co who is going ahead with new reactors. It’s kind of a university where Southern Co (So, also a buy…check the yield) will allow them to bring people from all over the world to enroll.
The stock has moved recently from high $5.00 rnage to high $6.00 range but we think its worth more than $8.00
“Sorry randi, there was no one at Rope that creepy.”
except you DIBS!!!
denton…if you have a Schwab account or most likely any other decent broker, you can buy in Hong Kong with little effort. All the real companies are listed in HK. Even institutional investors don’t bother playing in Shanghai & Shenzhen…the companies are crap and the valuations screwed up. Where there’s a dual PRC/HK listing, the HK listed stock is always cheaper.
There are very few China companies listed here in the US that are worth looking at….maybe a half dozen…the rest are problematic from the standpoint of capital structure or just an unexciting business.
There is one US listed closed end fund that does buy actual A shares in China….CAF
““They can stimulate their economy. They have reserves. They have a trade surplus. They will be one of the motors of the world economy.—
Yeah, China is scary because with the guvment they have they can just do what they want, and if they do it right, they’ll kick our ass. We are so mired in sh*t.
Just follow the NYT for the past few weeks. They are building wind farms like crazy, TBone gave up. They regulate auto fuel efficiency. It takes us decades, they do it with the snap of a finger.
We’ve lost the auto industry, all we have left in this country that we make is airplanes and bombs. Maybe some high end medical and power gen equipment. And movies. We’ve lost it on nuke power.
What’s gonna pull us out of this mess?
The only thing I hate about China is that it’s damn hard to invest in the long term story if you’re a small investor. I admit I bought some HAO today but with a lot of misgivings on how China runs the stock market. Maybe they can turn it over to us since we have turned over our mfg to them.
What was that about straw hats and nukes? Don’t hear that too much anymore.
Sorry randi, there was no one at Rope that creepy.
“denton…AA numbers much better than expected…-$0.26 vs. estimate 0f -$0.38”
Yeah, I was kinda thinking that would happen. One more for team bull.
PLUSAs are getting lazy towards the end of the day. lame.
that would be me, ENY.