Dear Subscriber,

When Martin called me for a chat the other day, I had no idea he was going to record it, put it up on the Web, and give all of our readers a chance to hear it.

But I’m glad he did — for two reasons: First, because I’m headed for Shenzhen next week on a special new mission — to visit the company that I think will benefit more from the energy crisis than any company in Asia, and perhaps in the world. And second, because, with the latest correction, these stocks are now dirt cheap.

So in case you missed the …