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Re: StinkyPinkSheet post# 477

Friday, 06/27/2014 3:54:16 PM

Friday, June 27, 2014 3:54:16 PM

Post# of 2427
Another SA piece was put out today. Sad, but the stuff plays into hk hands and gets nervous players to exit. The author lacks credibility (see previous "article" by the author essentially an interview w/ "expert" who turned out to be just another joe short). Note redistribution for the Russell index is near so the timing is not a coincidence.

I agree there is still risk but the "arguments" were poor. The premise of the firm is that their new process will be a profitable replacement to ITO. ITO is arguably selling at a loss while Uni will be selling at some margin. While pricing is decreasing they still have room for profitable sale.

The clients will be there if they can get the process completed.

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