I'm in it for the long term Mado at least 2 year scale, unlike yourself who only focuses on past quarters rather than future. Also you are supposing there are manufacturing issues you have zero evidence, not a very good assumption is it, without any data to back it up. Fair value is between 8.50- 9.00 near term and 12++ long term. Not much different from most stock analysts, like Goldman Sachs, Morgans, Morgan Stanley etc.