I like the potential of this business which was introduced to me by the fund managers of the Macquarie Small and micro cap fund.
However i think the changes in government strategy in this area have put this business in the maybe some time later basket for me.
Sure, the Funds managment business with China may deliver us substantial revenue, but I would not consider buying in until I could see some real traction in that business.
Please do keep posting your thoughts, I find them most interesting.
Kiril.
I hold.
CBD Price at posting:
8.8¢ Sentiment: None Disclosure: Not Held