SDL 0.00% 0.6¢ sundance resources limited

finale : prediction & analysis, page-19

  1. 10,494 Posts.
    Hi Westcott, if China is to "successfully" take ownership of 100% of the asset (resulting in a change-of-control event), I believe Sundance has to recomemend that to shareholder to be voted on.

    What I am saying is I think China will prevail in the asset deal (implying offtake deal) and the EPC component.

    By having won, I refer notionally to my guess that China's bid for teh asset will likely to be the most superior and will not be "bettered".

    This has been my view since the time the Hanlong deal fell through.

 
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