SDL sundance resources limited
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glencore "very interested", page-51

  1. baukaw
    3,931 Posts.
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    19/03/13
    15:25
    Post #: 11558560

    EWO

    How would you vote if as you say

    "FREE CARRY THROUGH TO PRODUCTION, for 50% of project"

    it is actually 80%?

    still ok with it??

    Tell me how the numbers work on 50%

    They pay all the CAPEX of say ~$5b for 50%

    Yet for $6b they could have 100%

    Makes sense....steak knifes in their too?

    Good luck Long term Investors

    SDL Price at posting: 21.0¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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