I think we can only invest on fundamentals now. On paper SGH sounds pretty tempting. I think it'll be a matter of time. Qan was a good story. If i forgo short term catalyst (e.g. ASIC), my only concern in their cash position and validity of their forecast. As long as they can pay dividends i can wait for 12-18 months if required.
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I think we can only invest on fundamentals now. On paper SGH...
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