Far East Capital Newsletter
Not much to say this week
23 Jul 2018

In This Issue


Weekly Commentary

Not much to say this week

The international markets continue to be bogged down with commentary regarding the tweeting of Donald Trump, his meeting with Putin and the trade wars becoming currency wars. Brexit is still causing all sort of instability in the UK. Australia seems to be more concerned with social issues as Bill Shorten is looking like a dead man walking. There is not much more to say other than the Sentiment Oscillator continued to soften, hopefully approaching a turning point.

The commentary is limited to these observations due to my absence at an investment conference in Noosa. Whilst there Arnie commented in his classic New York accent, "Warwick, I have a problem with some of your s@#t recommendation in the Weekly." He thought that the list under chart coverage was a list of recommendations. It is not. It is a cross section of stocks, some of which I like, some I don't and others about which I am indifferent.

We have also attached a copy of an article that appeared in the AFR last Friday, on First Graphene, a company that I chair and in which parties associated with me and have a sizeable shareholding. Since joining that company about three years ago the market capitalisation has lifted from $5m to $75m (approximately), as it pioneers the commercialisation of graphene. It is a technology growth company rather than a mining company.
 


AFR Article about graphene

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