No, you are here to be a China apologist and to down ramp as you did months back.
I've provided my opinion of TWE.
I've also spoken to someone in TWE senior management and feel comfortable with holding long term. Nothing that the public doesn't already know but it reconfirms that they are asset and brand rich and will find a way to make it work even without China.
The best part of all of this is finally people are waking up to the fact that we can't be so reliant on China and we will diversify into other markets.
TWE Price at posting:
$8.40 Sentiment: Buy Disclosure: Held
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