I'd like to think so. The recent news is certainly very positive however it was largely already known it would happen well before it did, hence the lack of a big rerate. My view is that the market still isn't adequately pricing in just how important this is, we have full access to China again but also a much stronger business in the RoW, and so I guess it'll depend on whether or not the market agrees with my view that this is still very undervalued in light of the recent news. I'm sticking around regardless of what happened in the short term, as in the longer run I'm sure we will be seeing the price trading above the all time high again
TWE Price at posting:
$13.00 Sentiment: Buy Disclosure: Held
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