I think its more the market pricing in China doing something....

I think its more the market pricing in China doing something. Basically any companies that export only to China (except iron ore companies due to the issues in Brazil) have priced in some risk of things getting worse in the trade relationship. They are all bargains if it all blows over. But I just don't know, there are good returns available, but you need to be aware you are taking a risk here. I would like to top up, looks attractive but at the moment not going to. My concern is that the biggest holder Murray Zircon (which is majority Chinese owned JV) are forced to sell more of their holdings.