Yep, and he had to retract on Silex when someone advised they don't have a plant in China. Don't get why he singled out BOE and LOT, when they are hardly dependent on China at all. Interestingly he ignored PDN, DYL and PEN.I wonder whether Dr David has an ideological bias. But then he includes coal hauler AZJ in his pristine list. As Head of Long/Short strategies, wonder how active he is with these musings.
(20min delay)