Ann: SFG Construction and Cost Update, page-88

Sold 80% of my holdings this morning, apologies for suppressing price further but it’s inevitable now I think, chart looks very sick and further kicking the can months down the road means unlikely near term upside, there are better opportunities for funds to outperform. Took sizeable loss but will help offset tax gains elsewhere.
I still think this is a visionary project but no longer have confidence it can deliver windfall gains for current holders. Funding was supposed to be finalised soon after Nissui bought in, and we are years down the track with no end in site…