My recollection here is that he was talking about Yuan exchange; that it would be favorable for the next couple years.
I think he intends to reinvest profits in growth for this period; then, start accumulating significantly higher corporate cash. This is just an interpretation.
If he was issuing shareholder advice, which would be a little odd, I'd guess he was linking shareholder cash vs. equity holdings to his intent for the company as a whole.
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