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22/06/17
13:14
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Originally posted by fourdollars
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All good.
But what won't be fun is further investment in VIV.
- Nonsensical deals with Sinopec - who will just be trying to have a look at the technology and then steal or replicate it.
- Ongoing exposure to the Israelis - world's toughest negotiators.
- And now doing deals with invoice factoring companies ...
The trifecta of selling your soul to the devil.
And the only iron-clad promise in the investor presentation is that there will be no positive cashflow from operations for the forseeable future ...
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Vivid have a 33% stake in NCF via NCF global.
NCF would be the ones negotiating with Sinopec, so by your definition, that would be a good thing.