Ann: Additional Commentary on Quarterly Report 4C Announcement, page-46

You average down when you see the market overplay a company which is doing well.  They gave guidance that turnover will reduce, market sold off big time, but they also advised that they have reduced costs.  They were also cash flow positive for the quarter.  Everyone seems to have missed this with the downgrade in earnings.   Way over sold IMO, and it is only an opinion.   I will continue to top up at these levels and the misread of the earnings guidance reduction and the fact people have missed that the cost of the goods has reduced significantly, profit remains near what was forecast initially.