It pretty simple - READ THIS9 Nov 2017 13:17
PJ is buying in to a company, at rock bottom, sold down by short sellers using the the same old reasons. BUT, just in case you didnt notice, things have changed, the market has moved on, and this now looks completely indervalued as its component parts start to shine.
You know this is going higher, like all the other stocks he has conviction buy status on.