A2M AGM, page-97

I agree on the gap in valuations.

With the very high shorts on BAL and A2M confirming yesterday the China IF market has not been affected for the established niche players, I could not resist any longer and took a long position in BAL yesterday.

There was an estimate recently in the media that it would takes many weeks of trading for shorters to unwind positions in companies like MYR, BAL, BKL. I'm not sure they will have the time to do that given the analysts upgrades coming for BAL over the next week or so based on A2M's results.