Been 'off air' the last few days, but interesting to now read the debate on note 9 of the 6 months report.
This is an interesting and credible response to the deteriorating US market (that is, of course, affecting each and every company that operated there).
I've nothing to add, as the posts by Sputnick, Aj and Timoh have summed up the strategic re-orintation (to a much stronger China focus)- and the reasons for it and the likely benefits - perfectly.
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