they have around $19M in cash from the last quarterly so they arent looking distressed I sent my cheque for exercising oppies away today.
If they pull the deal off it will be big but its only 2% of my portfolio that I am prepared to play with on them, bought as much for the port as anything as there is so much politics at the moment with the tuna cartels stopping others from using port facilities, anyone with a new port will have many bulk commodity users wanting to use it
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