In terms of critiques of the information out there blogosphere, better play ball rather than man. Where is Quindell strong?
Regards Quindell I don't think there's agenda, just history. But present own views which may be better.
The reason I say all swings on Quindell now, is if write-downs goodwill required then knockons onto debt covenants. My theory - and DYOR - SGH not going broke because emergency capital raise could happen even if not institutionally supported, e.g. discounted renounceable rights. But what management credibility would remain?
SGH Price at posting:
69.0¢ Sentiment: Sell Disclosure: Not Held
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