I hold this stock, because their has to be a re-rate in the near...

I hold this stock, because their has to be a re-rate in the near future, otherwise it is likely in a years time the market cap will approximately equal cash at bank (unless they decide to spend it on something left field).

What I like is
High margins at the moment
Lots of cash backing (underwrites SP)
Operationally seems to be well run
IO on a tear

What I don't like
Management don't engage with share holders
Chinese customer largest shareholder
Absolutely no promotion
Absolute bare minimum communication with shareholders and the market.
Lots of cash backing (lazy balance sheet)

GLTAH