Excellent piece, thank you for posting. Very good read. Here was...

Excellent piece, thank you for posting. Very good read. Here was their summary

Conclusion

In the marketplace there are always ‘bulls’ and ‘bears’ and their respective commentaries brings about healthy debate.
In a time whereby many corporates are facing allegations of being untrustworthy or dishonest, we encourage and applaud all efforts to bring disclosure and transparency to the fore. Integrity and credibility are necessary to achieve sustainable growth over time, and for any investment we continue to test our assumptions to ensure that the companies we allocate capital, are good custodians of that capital.
We stand by our original investment thesis and believe CTD will continue to grow organically and via acquisition and will continue to deliver above-average economic returns through time. In accordance with our process — we will deploy capital into CTD as the share price weakens.