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The Good Morning Report – 31st of Oct 2024

Posted on October 31, 2024

5 Things that Grabbed my Attention

1. Talk is that China could be set to unveil a 10 trillion Yuan (US$1.4t) stimulus package next month….If that happens we are going to clean up with our exposure to commodities.

2. Across China there are countless unfinished property developments that Xi Man is demanding to be completed and sold….So that means they are going to need tons of tiles and what do you need to make tiles? ZIRCON. And who is the world’s largest ZIRCON miner of them all? Iluka….Don’t overthink it – BUY ILU last sale $5.97

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