This company just keeps getting better... the CC is now much smoother and the production capacity of NPCC is on schedule to continue to ramp up significantly over the next ys... tremendous long term investment... the only reason I can't absolutely load up and still have a conservative position is the overall market... at this price though I am willing to ride out turbulence on a medium position for the long haul, though I will sell on over exuberance always in this market. Epoxy, polyethylene, asphalt, paper, pvc,.... NPCC can make them all better and cheaper... the market here is ridiculous in the long haul. Do your own DD. The risk/reward at this price remains good even in this market, especially if a longer term horizon is taken.
If/when the US market really tanks and SDTH goes to 7.5 or even lower (6's???) I will have lots and lots of cash ready... Keep watching this company... it's one of the true, cheap, Chinese small cap gems for the future.
CMED also, FEED and JST are great companies too... though the prices have already run for now but take a look if you haven't... there are many many other ideas out there to share but now as I said yesterday it is time for me to focus on the demands of my regular work...
Best,
Jon
This blog is for informational purposes only. It does not give investment advice.
Subscribe to:
Post Comments (Atom)
Posts
No comments:
Post a Comment