Very agreed Eshmun,
Cam Gov sent very strong msg to SDL that use or lose.. That is it.. IMO,, today SP is speaking about this Announcement.. Even CAPEX down as Rail/port expenses will not involve in calculation but SDL has to pay to Cam gov per tonn of iron ore.. how this will effect of SDL's revenue??? how much a margin? How much SDL can make with today or another 5 years iron ore prices... Can SDL management secure the finance in time after 9 months of Cam Gov.. I am sure there is not big deal for Cam gov to secure the loan from Chinese.. This is the time for Chinese to throw the money and control all of it.. but question is if Cam Gov got the loan in 6 months time then what about SDL?? Can they?? too many questions now.. I feel like today Ann is really final call for SDL' board. too much pressure now.. will see how they will handle it .. Good luck holders..
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Very agreed Eshmun, Cam Gov sent very strong msg to SDL that use...
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