General comments/chat, page-27260

My own view (and not wishing to add too much to the negging) is that the Evergrande situation and global economic uncertainty add an extra degree of risk to many companies with an over-reliance on Chinese markets, financiers or suppliers. ADN is exposed to any Global or Chinese slowdown, particularly in manufacturing or construction. I'm optimistic that ADN can avoid any "normal" downturn but the CCP has taken some very heavy-handed decisions lately that have knowingly crippled some domestic industries for "the greater good" and Australian companies can't expect any (positive) special treatment in the current environment. On a brighter note, ADN is (currently) very flexible and enjoys a number of alternative pathways to profitable operation (but any delays to the DFS to accommodate a different strategy are likely to be met with a lot of negative pressure). As I said, this is a personal view and not investment advice.