We are wondering about the strategic direction ourselves as well as the vertical integration. There appears to be a lot more consolidation than expansion here and I, ;like you, also fail to see the next catalyst for sp. As an investor I still believe in the story , albeit the story has changed a bit, so will be here for the Longer term. ST spikes are a thing of the past IMO . China export intentions appear to be waning but will not be lost. Issues around CDC capacity will need to be addressed before expansion and China exports return to the agenda. Would like to see them buy CDC outright and stop sharing these premisies. Do they have what it takes................just maybe
We are wondering about the strategic direction ourselves as well...
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