I simply meant that most people are avoiding Chinese RTO's like the plague. Regardless of the outlook for the Chinese cement industry, most of these reverse mergers are guilty until proven innocent right now.
Pricing trends and performance of peers implies CSGJ should be doing very well. Unfortunately, the price action of the stock does not. Soon we will find out.
One reason I chose to invest here is because the company has faced challenges in the past and because of the industry. They've had ups and downs, unlike most Chinese RTO's (at least the frauds).
While it is somewhat uncharacteristic, one thing I like is the lack of PR's in 2011. These guys have put out some fluff in the past and I'd really like the performance to speak for itself. Even if we get the operational performance, we still need fiduciary duty from management to shareholders to have a real winner. That remains to be seen.
We're at or near an inflection point in this space. We're seeing companies blow up every day. For those solid companies that survive this time simply by being what they claim, shareholders will be rewarded.
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