I have I hold i wait , might buy some more - this report from Glaucus seems to be very selective in what it uses to justify its conclusion - I recall the panic last year over BHP and Rio - lasted until it was realised that they have a product needed and along with Vale have a near monopoly position.
TFC / QIN are approaching a similar position - with a strong secondary MOAT in Pharma which Glaucus seems to "forgotten".
All IMO DYOR
