If you want to understand GXY, find yourself an asian friend.... one with a tiger mother, seriously. The stock is driven by two mentality.
The asian is to increase asset value.
The western is to increased earnings.
Its my believe AT is the product of a tiger mother. The words AT often uses is strategic and free carry. What does this mean?.. take a broken company and add value to it.
Remain quite, dress well, have a respectable position in a company, appear in big news, don't let others know what you're doing, keep adding assets and rely on internal growth. Push out the boundaries. Don't borrow or owe.
The western mentality is to be vocal, be seen, have big income, growth by acquisition, bigger is better, borrow to grow.
The market is looking at the company's earnings, the company look at who's willing to pay the highest price for its product... the Chanel( high price low volume vs Kmart ( low price, high volume).
The company is looking at asset value , while the stock market look at investors value( SP). Depending which camp you're in, it can be very frustrating. Somewhere in the middle would be perfect.
The instition have bought in on asset value, retailers and traders on SP value.
SDV will go ahead, the chinese will want to control and the European want their own supply.
JB will be supported by N. America autos. The construction video has already been created. The plan has been drawn.
MtC is targeting the tier1 of batteries.
Goodluck.
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