Silent O
I accuse you of going soft, pandering to the crowd in this post to gain cheap popularity votes.
Your previous post was full of merit and exactly how bankers and project financiers work, even though dismissed by the masses on HC, it is not even a negative view but one of fact.
SChartered # 1 is fundamental, EPC infrastructure IS the ONLY game in town, if it doesn't get done, any talk of equity at mine level is just a waste of time.
There will be no "dressed up" financing, the market isn't stupid, the board will either deliver or not deliver a fully financed project by June give or take weeks, If they don't deliver the there is in all likelihood no SDL, if they do Boom!!
It is a tough deal to do, but IMO much closer to 50/50 based on strategic nature of the regions production, robust economics on both infrastructure and mining projects individually and combined, apparent goodwill and intent of all parties.
If this deal was as good as done as HC believe then GJ and crew would be loaded up to the eyeballs with SDL shares, They Are Not.
Add to My Watchlist
What is My Watchlist?