I learnt a similar lesson with A2 milk and hence i decided to stay with GXY. That said, A2 milk was really a different stock whereby the media has helped and hyped the product and everyone knows about them.
IMO, GXY has chosen a partner to develop SDV albeit the cash from POSCO is cleared. Im not too fussed about the quarterly report because they have explained the biggest fall in cash margin was due to the pre-tax advanced payment and low grade production from Q3 flows on. Im with a theory that soneone with really deep pocket is driving the entire sector down.
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