borshk, I am not sure that you are considering the full picture...

borshk, I am not sure that you are considering the full picture here. We are seeing the outworking of a clash of business cultures. "Corporate Governance" doesn't mean the same thing in China as it does in Australia. I would now be taking unaudited revenue and cashflow figures with a few grains of salt until these ructions get resolved. We still don't know the nature of the falling out between the Chairman and the Chinese, but I will be treading carefully until I see something to give me confidence that corporate governance is working as it should.
[disclosure: looking to reenter but with lower portfolio weighting]