CSGH - thanks for sharing, Zack. Very good interview, good questions asked.
I'm glad they apparently took a cold shower and dumped that Congo mine idea for now. That was my biggest concern.
The projected growth for LIP looks very promising, and if those plans work out and prices don't collapse then we should see very good revenue growth in 2011 and 2012.
What I don't understand - did you ask him about that? - is why the company chooses to be so very quiet about their progress and generally doesn't seem to care much about communicating what's going on directly to shareholders. Apparently Mr. Fu realizes that their stock is trading at a discount, but it doesn't look like they are actively trying to change that.
Good work, I feel perfectly fine now with my CSGH position (knowing that Congo nonsense is out of the way) and as you got some quite material information I can imagine the stock price will take notice when your article is released on thestreet.com.