I changed my mind about this stock and sold. Details on my blog.
My thesis was broken by new information that I found.
Most of the original thesis still stands re: comparison AFJ vs GEM.
However, the company fails my requirements. Sorry, I don't like having to change my mind so quickly, but new info is new info.
I simply asked myself; had i known this, would I have bought? The answer was no, so I sold.
Plenty of other options around.
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