I have a similar amount of shares in both SDL and GBG. GBG now worth less than SDL (who would have believed that a year ago.) I will now dump SDL and buy more GBG as I believe there is a lot more risk in SDL - hence the reason for buying SDL at much lower prices (it was always a punt).
Karara is almost built and here in Australia - at these prices it has to be much less of a risk than SDL
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