Mongolia is still ignored in the TPD share price even though we are effectively getting 2c for it. I know this is a bit different, but the market ignores what it does.
Yes re SE1, 2 and 3 I agree with you, but my view this is why stx is undervalued and why a suitor may come knocking. I do not see Gina sitting on 50% of WE (non operator) for long. She will want control.
SE is essentially upgraded and de-risked by the end of this calendar year.
The above is about the only reason I would continue to hold STX
Just my thoughts.
TPD Price at posting:
20.8¢ Sentiment: Hold Disclosure: Held