put it this way
after initially going now way (looking at cash burn) I've changed to the ball is rolling now and they have a real chance
BUT - unless we kick in we get diluted by another 33%
I'm in - but still a wee gamble
the tide is turning though
if that cutlery takes off alone: look at the market
add chop stix for Asia and CNN may retire on that ?
Reality is:
this is a low margin high volume business
I think at long last CNN and most SH are getting this
Secret to success is HUGE volume
Imagine this to sit @ 0.3/0.4 until consolidation has been done to take this out of the 33%/25% volatility range and SP can appreciate in smaller increments
My waffle for the day
Well done Frank - bring on Malaysia and more Brazil
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