There was talk earlier of something before the end of September but I don't see how that was written in stone.
I think it was more an expectation expressed by A.T.
I have long assumed the SDV deal will put a rocket under the SP... And if it's a nice fat 10-year deal with good pricing, it should.
But... it is hard to predict reactions. People are strange.
Jim Morrison said 'people are strange' but with the caveat - 'when you're a stranger'. Is GXY a stranger? Hell no.
From an insto point of view, imagine looking at a ten-year off take deal for SDV with good pricing locked in and saying "nope, I will short". Would they do that? If not, what is the exit strategy for the shorts?
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