Thanks for sharing this.With his own thesis that this company...

Thanks for sharing this.

With his own thesis that this company has many multi-billion opportunities and has disruptive products, why trade in and out short term? What is interesting though is that Newing doesn’t has a target price so it is both difficult to assess whether he thinks the current SP is fair, and what SP would he exit.

I completely agree with his analysis which reflects my own and hence is my biggest investment to date. I have only increased my holdings after the SP fell from 80c to 48c which also brought down my average from 70c to 60c. The question is always one of conviction.