Hi BW,
yes the Gennie is out of the bottle and only the regulators can stop it, that is, if they ever wake up and take responsibility for the state of the markets.
On CDU, it a case of having to wait and see what is announced, whilst there can be many possibilities put forward, speculated on,it will only be the one that gets announced that will really count. I am expecting that given the time the CEO has been in China, negotiating the sale of NCu & DSO, it will be an interesting announcement. What it will contain can only be speculation at this point, so I won't,
cheers
cj
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