I agree with all of that. However, at the risk of being boring, today's share price performance bears out my view that good news is wasted in this market meltdown atmosphere. With the major indices down by over 3% today this news has a strong headwind.

Hopefully more good news will follow, though I may be alone in hoping the management releases it carefully so as not to waste it on this market. Any good news only gets one chance to make a first impression.

That said, I feel even more conviced that this company is a real jewel, though it may take time to see that reflected in it's share price.