Day to day discussions on S/P, page-12099

at the time of this posting n.s.w had just scored their first try and conversion,just putting things in a time perspective..there have been 3 posts in particular tonight that have stood out for me and make really pertinent points adding up in my estimation to the same conclusion.that is the share price leading up to a deal being done has almost become irrelevant.first point made by sf@hc relates to npv value which if i've got it right will mean more about lithium prices than share price.
o.c made the point of the deal more being strategic,finding the right bedfellow,intergration down stream(posco)
whisky49 made the point about free carry,again to my understanding more about what's going on behind closed doors than share price.
8-0 half time, that's my interpretation on things and i'll now adjust my trading strategy taking into account what these gentlemen have said,my interpretation may turn out to be wrong but i'm having a dip,just like the maroons will be doing after half time.