I did not post in this thread to avoid cluttering but did post in my PF thread about the change in my capital allocation. I exited this when it looked fully valued to me, since I had more alternatives in mind which were better priced for growth. The problem here was management’s non-disclosure in general and about the expansion plans in particular. The only reason to stay invested would have been a fast growth by expansion. Margins generally will fade with time, back to historic averages. Do not know what happened since.
PS: my PF thread is here: The Anti-Portfolio