thoughts of a small time sdl shareholder, page-21

if Hanlong are serious and the Chinese are serious about this SDL, Im hopeful that hanlong or china (wuhan etc) will make a pre emptive strike against SDL possibly very close to conventions/permits approval date.

There is no way the chines are that stupid that they will spend all the time and effort de-risking to the very last detail so that an xtrata can swoop in and steal a gift.

Im hopeful they will move just before conventions (whilst knowing they are 99% on their way) and drop all conditions to obtain all shares.

There was mention that CDB was in fact on its way to meet with cam govt. shortly.


So from a commercial perspective 2 the two key issues - finance and conventions negotiated behind closed doors , me thinks will lead to a pre emptive move on SDL.