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79.0¢ ellerston asian investments limited

Ann: Weekly NTA, page-8

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peejay2

4,694 Posts.

377

14/05/18

20:17

Post #: 33088057
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Originally posted by nicleeson ↑

I think Mary presents very well and now they are more focused on marketing may assist the shares more. She seems very competent and has a good background with her career. On the negative side the portfolio performance v benchmark has disappointed since listing. She did acknowledge this. I think it is still a short time to judge though.

In regards to their top ten I just happened to be reading about some of the big Asian companies yesterday. I just spent a few minutes googling them. I think it's yahoo finance they all should come up on if you really wanted to go through them. I noticed a few up well yesterday but must admit I didn't try to crunch the numbers about whether the next weekly NTA release might have got off to a good start. A quick glance suggested maybe but I didn't get a spreadsheet out so don't pay too much attention to my comment there. Just for fun I've now created a watch list for these ten stocks on a yahoo finance app.

PAI and PAF look to be establishing a premium so maybe more investors will give EAI a fresh look soon.

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I think that EAI is an (as yet) undiscovered diamond in the rough. The options were so long dated, that I couldnt pass them up. My option cost is 7c and I plan to take up the 20K next year ! [next Year ?). Yup !

EAI Price at posting: $1.10 Sentiment: Hold Disclosure: Held
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