wsj: buy by dahlman rose >ccc.au, page-8

Cashngrab

I believe that 35c is a conservative valuation, but the bigger players ie. instos may not have a look in till they see this kind of production for a couple of quarters and know that Conti can achieve.
I'm not going to hold my breath, it's going to take a while but Conti is now on the right track I think.

Also, there's the impression that plenty of people are going to bail on the way up, so there's going to be a lot of tree shaking to get those shares as cheaply as possible.