I think everything you say makes good sense. I've been thinking of doing something similar but only with, say, 1/2 my shares. I've decided to stick with my original plan of sitting on my hands until the end of April.
My take on the report removal are that there is a combination of two or three of these items going on:
(a) That calculations were based off inside information, which TMT should have kept out of the report, as is their responsibility (I've now read the relevant ASIC regulatory guide - 264: Sell side research);
(b) The way the report was made available, only to some people on a forum, and not via the ASX market mechanisms was improper given that GMV paid for the report; and
(c) There is the potential for huge variations in the sales outlook based on the timing for the CFDA approval, accordingly a report of this nature should not be released until after the CFDA is achieved.
GMV
Price at posting:
31.5¢ Sentiment: Buy Disclosure: Held
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