The golden rule is always do your own research. Anyone who relies on others be they positively or negatively orientated is not taking responsibility for their buying, selling or holding decisions.
Assess what you know, whats out there, listen to others but be able to crtique them or ignore them as suits, bring in your own past experience and make your decision.
The decision for or against Neon rests on the cost of Vietnam vs cash available and in what timeframe.
If costs exceed cash asset sales will occur, conversely if the jv costs come in below cash held then CA development is possible.
If in doubt sell out until the Vietnam news is known and reassess at that time.
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