what is going on ?, page-45

Ok, I'm convinced this is now oversold on the back of fear and lack of news. Sure, headwinds in the IO space, but these guys will have made a substantial amount of profit, more than enough to justify the 0.04 SP & associated market cap. No brainer value buy at these levels (IMO). I might eat my words in short term, but when the numbers come out, assuming they are executing as would be expected, it should speak for itself.