@luanboo
What you mentioned in your post are the main criteria of my investment in A40.
I made nice profits over number of years based on management not the goods they sell or service provided.
If MC and MT can't get this working well in the next 12 months - I am going to walk away from this investment.
We have IMO top guns and I found no surprises in latest report considering all factors well known to us from previous months.
I had spare $16K to invest and was looking to get some AJM next week @0.12 when they open but toped up my A40 over invested holding.
Next quarterly should be better but the one after is the one I am waiting for.
My assessment is + $0.40 be the end of 2019 CY.