Actually many may not be at discounts. ARG was around nta but given the 10% contraction they are now 3 to 4% premium to nta. You have to apply the market fall each day to roughly understand the relationship. I am trying to relook each holding in my portfolio which was brought on by my accountant telling me he had a client phone him to say they thought Qantas was cheap. My view was that was a huge risk trade as we have no idea what the impact is on them. However TGR would have a food supply pretty much secure as I cannot see a hoarding of fish meal and other sources of meal and protein. They would have the same customer base.So applying it to SEQ. Well Morrison's must be having record trading levels so that would be good. Then I have looked at my Super and I suspect that many will be looking to review their financial planning this year. Then the biggest opportunity- there must be a lot of business opportunities in this sector and they all became more urgent and a lot cheaper. So really for SEQ this is probably a positive opportunity...
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