Why change if it was such a good outfit? I'd be very very...

Why change if it was such a good outfit?

I'd be very very careful of this company. It's an opaque company, missing targets, trying to build a business with decreasing commodity profit margins in a country with sovereign risk, and all at a time when it appears as though the commodity boom is ending.

The market is full of such so-called 'undervalued' companies.

Personally, I am staying well away from all resource stocks.