Compared to last summer (2015) TPAC has made more progress in the US (BOEING), China (BTL and AVIC) and Australia (NAVY).
This has been a slow process (several years) getting to where they are now. Even though there remains uncertainty, I believe there will be a much clearer picture within 3-6 months. For some that is eternity, but for me a short time to wait.
I've only followed TPAC since 2015 so have seen the uptick and now the downtick. I'm loading a few more shares during this downturn.
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