The China factor I do agree plays a huge role in influencing this share price.
But I do think Aussie investors are misinformed. But as I have mentioned countless times, it's hard for Aussie investors not to be with the propaganda that gets broadcasted here daily. We have bombs/drones flying in Europe and the Middle East at the moment. Normalisation of trade ties between Aus & China is happening. If anything China seems the least risky geo political area over the next couple of years.
If we had the option of another production facility in Eastern Europe, is that really any safer than having it in China? I doubt it is..
General Discussion, page-1258
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