Apologies for the confusion. I was not trying to say that the company had written China off, I was merely saying that the market had. To better explain my point, because I am sure there are some that believe the company is currently fairly valued only because of opportunity in China, as everyone values a company and propects differently, if there was no sales office in China and no possibility of sales there and EVS was soley reliant on business in ROW, I would still think it fairly valued at its current MC. As I said in my previous post this is just my opinion and based on the opportunity that I think exists in the current pipeline and addressable markets ex China (so far as I can tell from outside the company). I hope this clarifies my earlier point.
EVS Price at posting:
18.5¢ Sentiment: Buy Disclosure: Held
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