We will know shortly of s32 intentions. Agree lots of projects that become fully owned by AQD if S32 pull out. Many millions have already been spent on the projects and AQD retain all that data . Other companies may then be interested in discussing with AQD a JV.
As mentioned previously S32 in their own reports state how important the JV are.
If it is extended 1 or 2 years expect some renewed buying. As you say Risk now, but how much more can it fall ? On the flipside, how much could it rise if JV extended?
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1 | 84000 | 0.011 |
1 | 300000 | 0.010 |
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Price($) | Vol. | No. |
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