sorry, suntzu, i am confused
first, i dont have PM reply. i am at
lou.pai @ gmail.com if you want a Private reply.
based on what you said a friend told you, i presumed you weighed BFAR and found it wanting. sorry, i misunderstood the tone of your PM.
as far as talking to someone at bfar, you mean, right now, 1am china time you just got done, or earlier, and i guess, much earlier!
the thing is, i dont follow how the business is running stongly, when they sold their retail/distribution sectors and are trying to replace them. i dont know how they could be running strongly without those sectors, but if they are running well, you are a lucky man, the stock is on sale today!
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