China Growth Stocks

[Scandle34]

I forget if it was Francis Chen who wrote it... I don't need to think YOU paid to have a stamp placed on Sunday to think there was something you missed there. I am fairly convinced the guy selling the mine was playing a shell game. Maybe LLEN was too. Maybe they owned only fractional interest.

Anyways I generally respect your work. I am even uncertain of LLEN but I am long the stock. By choice. But I am not married to it. I suspect the US managers wonder what they can trust some days. I also wonder what ownership even means in PRC.

I am not some naive person with no idea what it is like there either. I have been a dozen times in the last four years to wuhan, qinzhou, minyian, chengdu, nantou, shanghai, xian, and beijing. I still doubt 99% of what I see and hear first hand.