what's wrong with the BAL, is still worth to invest it at$6 per share, page-9

I don't think Andy is talking down BAL - he just simply states the truth. I found his research very insightful/helpful.

The best scenario would be, of course, both BAL and A2M were doing great at the same time and then there wouldn't be any doomsayers(trolls) using "China bubble" as an excuse to profit from the fall. But now the truth is not so in favour of BAL.

If you decide to stay with BAL then do it. No one is forcing you to sell your shares. But i think before you do, do some serious research/digging/thinking just to be respectful for your own money.