I expected the delay which I attribute to "discussions" around the change to export policy which would be fair. But I also think the MIN gas assets for sale sign also has potentially muddied the waters. I just didn't expect to hear it first from Macquarie. Maybe they are taking a liberty with the one day overdue in their quest for negative content, or have they received a heads up from one of the JV partners? It doesn't read like a short delay to me, are the JV partners still in alignment? SH are entitled to an explanation, I would expect an update from STX no later than the quarterly.
STX Price at posting:
21.8¢ Sentiment: Hold Disclosure: Held
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