Ann: Change in substantial holding , page-20

  1. 11,601 Posts.
    lightbulb Created with Sketch. 808
    I'm back

    Had to buy on this contract news. Seems a big proportion of guidance for sales for FY 15, and three years of it too. Is it 8% of capacity or so?

    risk that the selldown recipients are happy to sell down to 180 again - but there is real value here IMO. The selldown created the opportunity here I suspect for this being undervalued.
    Last edited by CaptainBarnacles: 11/12/14
 
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