Great - a 7 page document - 2 pages of company related stuff (nonsense) and 5 pages of disclaimers and cover your ass comments - GBC is a research house - nothing more and nothing less
Sandong is not "on track" and they are not an alternative to Chinese supply simply because of that fact - Sandong is late to the stage by about 3 years and they have been saying its opening is 2 mths away for the last 6
2 years is more likely to be the time frame that they can contribute meaningfully and profitably to western non Chinese supply
I think Lewis must have employed someone full time to dig up these guys (research house, financial media and other wannabe's) and peddle their crap
AII Price at posting:
$6.84 Sentiment: None Disclosure: Not Held
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