Ann: Faria elects to convert Convertible Notes, page-12

I think we just need to be a bit patient with this one. Judging by the CEO's comments on the phone hook-up a few weeks ago, the relationship with Faria is absolutely a door-opener (frankly it's a company-maker) ... but the sales opportunities will take some months to flow through. It won't happen immediately. We just need to take a few breaths. But if the relationship proves to be 20% of what it COULD be then it will be an enormous positive. It just opens up so many potential clients for SCL. I'm not convinced that the market fully grasps the opportunity that has been presented to Schrole ... and now with Faria really 'tying the knot' all are incentivised to push the relationship and cross-sell. I just don't see any negatives here. Is it a buy at 1.8 or 1.5 or 2.0 or 2.2? Who knows. But if it captures just 20% of the opportunities, will it be more like 10c this time next year? Pretty sure yes. That's a great risk/return scenario. IMO DYOR blah blah