Yes, I'm watching as would those carrying >5,000 CDD prior to the demerger. The prospect of huge infrastructure spends has been topical for some while now, yet still the SPs of both has floundered, CDD down 40% & ITG down 55% since m/e Feb (5 weeks), and down another 2% and 5.26% respectively at this point today, so any long term carriers once again in the hole after multiple cap raisings at big discounts. Anyone's guess in light of lack of guidance and announcements, but management and directors acting in best interests of all shareholders continue to do well in light of disproportionate salary packages post-demerger and ongoing performance bonuses.
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