@noomxx,
Without receiving any new information that might cause me to do so, I don't change my investment view, especially not over short-time frames such as two months.
So, no; I'm afraid don't have any worthwhile update to offer.
Worth reiterating that the salient phrase to bear in mind when it comes to this company is "black box". Which, as has been discussed, is something that will inform the ultimate valuation multiple at which CGF trades, and which needs to also determine portfolio positioning.
.
(20min delay)