I got confused by the Kribi Deepwater Port reference in some SDL news. I bumped into JC in Sydney at the Resources roundup. I was concerned as to how he could guarantee his port capcity if one of the big guys got moving faster than SDL. The Kribi Deepwater port is a government port (funded by the Chinese I think) and nothing to do with SDL. SDL is building its own single user port at Lolabe south of Kribi - and hence have no capacity constraints other than those imposed by their own design.
SDL Price at posting:
32.5¢ Sentiment: Buy Disclosure: Held