Romania seems to be put on hold for a while, I am still trying to get my head around the guarantee - Is the head stock APD guaranteeing AEZ or is it just AEZ guaranteeing itself?
Germany and I presume Austria should be okay, economies seem to be going ahead.
Spain (and France) were lumped together last night saying they were the new hot interest spots for investors, should be good news there if true.
Greece on the other hand reading tonight is now HEADING for recession, it must have been a late starter.
They do seem confident that the waivers will be extended for an appropriate amount of time. I reckon they will be going for a waiver till June (close of financial year).
Poland and Italy only add up to 5% of portfolio so I think they dont mean much in the overall scheme of things.
Any thoughts guys.
AEZ Price at posting:
7.7¢ Sentiment: LT Buy Disclosure: Held
