What really disappointed me was the statement that the special stones were never material given how much they were promoted as the key to unlocking the US market.
I can understand that a change in strategy might have been required or desirable, but you can’t expect the market to accept this without a good explanation of what went wrong and where we are now.
I am staying in for now because I think the upside is still greater than the downside. If MUS were to start treating the market with respect then things could turn around rapidly.
The one positive is we can rule out MUS is a con because only something real could be this badly mishandled.
