KRM Chart, page-16

I'd say highly likely anytime before 121 London (Nov 17-18). Hard to see them going to that just to be bringing Way Linggo to the table.

Q report due by end of this week. Will be looking carefully at the language - hint of something imminent should give it a fomo charge.

Lets say deal comes within the next few weeks (as language suggests), I reckon 6c worst case vs 10c best case so I have no interest selling my position here. Everyone has their own strategy but I reckon risk v reward stacks up assuming deal is coming, otherwise back to my cost mid 4's.