I have read your previous posts and am a bit confused by your views, and it wastes a lot of time as you don't really make business sense, or put forward a persuasive view. Can't understand your obsession with putting this company down.
Is your point here that because the Royal Mail is targeting China, this is a good thing for Ecargo - as it supports their opinions on the opportunities there?
Or is your view that Royal Mail through Alibaba will erode Ecargo's competitive advantage within China (albeit Royal Mail is rated 66/68 in provision of Parcel Services and will probably completely mess it up)?
Or that Royal Mail will come after the Australian part of the business? (v.unlikely)
That article for me is a positive for ECG and its strategy. Thank you for sharing it.
ECG Price at posting:
33.0¢ Sentiment: Buy Disclosure: Held
