Bingo for alpha

Well with the market in melt down courtesy of the Trump thump, a savvy investor should be looking at what companies have been sold down that would actually benefit from the changes in tariffs. American companies import tens of thousands of tonnes of hpa from china and from my research it is a far inferior product to that of alpha. They already have the upper hand on quality and probably price because of their unique production methods. Now China have a 104% tariff on their bottom line which will send a shiver up the spine of all the US importers of HPA. Australian exporters to the US will have a massive advantage and a real tail wind to ride. I’m hearing US importers of critical minerals (HPA)and others are searching the world for alternative suppliers (other than China )that are more reliable, better quality and are cheaper. Alpha products entering the us will get a 10% tariff but as a critical mineral producer they get a critical mineral production tax credit which will effectively cancel the tariff in a way. Imho, their 10 to 12 thousand tonnes production will be way over subscribed because of the Trump upheaval on trade. So why is alpha so attractive at these levels . Well for 1 they had a successful CR at 90 and secondly the pricing matrix on their reports are old hat. The revenue stream is way under cooked because demand for hpa was already at a premium and the current climate puts more pressure on supply. Sooner or later they will have to release new financials. The valuation of $2ish was based on superseded data and would be nearly double that based on the same logic. So why is it getting thumped. In my opinion we are now firmly in call in territory and those who are highly leveraged are now forced to sell. Maybe many leveraged to buy on the CR are now dumping cause they have the banks or brokers all over them like a rash. Imho the SP should be up on what is was pre-Trump cause the fundamentals haven’t got worse but to the contrary they have improved significantly. They will still be opening the biggest factory of its type in the world on time and budget in an environment with a huge global deficit for their products. Happy days are ahead so just hang in there and use this as an opportunity to improve your position is all I can say but dyor.