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    Good insights re XT I really hope this isn’t some shuffle to a related entity and more of a pre-arranged backstop with Ganfeng or similar contingent on the SP have breached a certain threshold... better still if it’s the start of an opportunistic move to build toward a takeover friendly or otherwise.

    a T/O would have to be at multiples of where we currently sit - the lack of substantial follow-through ahead of the sub notice is against anything too exciting though unless they’re waiting for the mini surge and dip of DT’s entering and leaving for their few pips.
 
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