Nice post! You share some very objective and subjective points of view. Nothing wrong there. I am not adding either. I do have a chunk and already paid the adr fees. No problem for me to hold until Spring/2013 or later. In other words, I can write the whole miserable stock off and not blink an eye. Also...can enjoy a double, or triple, from here and exit gracefully.
Either way. No biggie. If the books are cooked, so are my holdings...here comes 25 cents a share if I am lucky. If the accounting is not cooked, $3.00/share may not be far away. If the books are not cooked and a general China stock run takes place (like the old days), then $4-5-6/share is possible!
Peace and again, nice post!