I'd like to hear what exactly has changed from yesterday, the day before, the week before, the month before, that has triggered the sentiment downgrade.
Bearing in mind the minority slice of our total sales that China currently represents, and the de-rate that has already been factored in over delays to SAMR, along with management forecasting good growth, and us selling a quality product, to say the sentiment should be lower now than a month a go, seems like an exercise in self pleasuring.
BAL Price at posting:
$7.13 Sentiment: Hold Disclosure: Held