New Toyo

[BlueKelah]

Beside the riot in Vietnam what else in your post has changed in past 2 months? Certainly not the NAV, excluding these 2 months PnL

IMHO we need to be objective on what has changed rather than have a selection bias.

Agreed.

Looking at the concentration and number of elaborate posts on this stock and a few other specific counters, I am not sure of his motives, but it seems like CuriousParty just seems to be just interested in panning this stock and spruiking CES.

So long as New Toyo continues to be generous with dividends and works with BAT, I am pretty much happy with the cashflow into the company. Much like UMS/AMAT relationship NT/BAT relationship could be very good for shareholders in the long run. Stock is still at a discount to NAV and net cash so there is still room for upside, at least for the next couple years.

-vested-