GC very, very negative on the call regarding risks ahead. Very different story to what has been said previously where China risks acknowledged but stated as manageable. Worrying statement from a caller around Our JVP and their financial health though. Last caller cited the AWE takeover, not exactly apples for apples but principal is right. My guess is we have now lifted our skirt and the eventual sucessful suitor will be in the high 20s maybe even low 30s...
SEH Price at posting:
24.5¢ Sentiment: Hold Disclosure: Held
