Also picked up similar sentiment from AFR at
http://www.afr.com/p/opinion/panaust_downgraded_on_expansion_yc5a4350HJRN7jYMLCSMML
I do not pay, so I only get the headline.
It could help to explain the fall today.
At times like this, you have to trust management to have done the numbers and that the outcome is positive.
HT1
is phu kham expansion good news?, page-2
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