shadowing fmg, page-8

my thoughts exactly westcott.

i figure SDL may well be a reversal of FMG in the way support is gathered SP wise. thus we may not need this consolidation. As i see it mum and dad investors are the most cautious on investing outside australia and in particular a country the likes of Africa.

In reverse, mum and dad investors jumped on board FMG early when the insto's where wary.

Apart from broker reports that change with the market climate, information at hand and the companies progress i don't hear the insto's bagging this one like they did FMG.
ok sure its off the radar a bit for now but it still hasn't got those big knockers as such. infact as you pointed westcott, chinese are investing heavily and readily into Africa and the likes.

imo this can only mean better things as far as suring up early support for SDL. The insto's will obvioulsy wait until port rail and resource are all but given before they take a stake but SDL shouldn't see the hampering effect of the big boys sitting on the sidelines as they did for soo long with FMG. This could well prove a blessing in disguise, if the figures/facts stack up, the stock may be gobbled up early allowing SP to rise early.

note: by early i understand we are still 4 years away from teh big picture but i can't see reason, all going well, that we can't get big players on in the space of 12 - 24 months from now.