Ann: Strategic Review Update, page-9

There is no new direction here. The company first mentioned that they were shifting the focus of the business away from China in one of the announcements back in May, and it looks like this is a continuation of the same trend.

The demographics of China are very unfavourable for this company and they needed to reduce their exposure to the country or otherwise risk falling into a downward spiral. This is what the company has been doing and so I can't see that there is much to complain about. The impression I get is that most of the negative posts here recently have largely been a knee-jerk reaction to the low share price, which is beyond the control of the management, at least in the short term.

The increased collaboration with Super Soco also looks promising. The Super Soco products don't ever seem to have much trouble attracting attention, and it is hard to see how that could be a bad thing.