another research paper, page-7

hi all, back from holidays and have read through the posts. my thoughts as follows:

* selling of a few million shares is NOT due to performance of the company.
* whilst the share price may be disappointing, focus on the business not the share price. share price will follow one way or another. business is performing very well
* earnings will be met / exceeded. by this time (early Feb) the selling that we are seeing should be completed leaving the stock more open to market forces i.e. a re rating.
* half yearly results early Feb.
* not sure if there will be news beforehand as deal flow is not reported. perhaps finalisation of GDS JV though not certain.
* good to see another broker starting to follow the stock.

watch this space.