Hi Neil - No media references, it didn't happen. All I hear in...

Hi Neil - No media references, it didn't happen.

All I hear in the media is that long term CBR is a solid business with a large emerging market, a wide moat, and 1-2 years in front of competitors in terms of process capability.

Investors have priced in a loss of future business (maybe that is why it dropped from $4) - and expect that to be the case in sept too. Investment is about playing the long game mate.

All business will be slowing down in some form during this period of uncertainty. Lets give it 24-48 months and check in.

Buy low, sell high, stop whinging.