As David Biggs stated STX went off and did their own thing without informing the JV partner so maybe now WGO have managed to secure a GSA from a blue chip company there will have to be a rethink on the size of the first phase. BTW SN was supposed to have announced by now the funding and signing of the agreement wit AGIG and as this hasn’t been forth coming maybe they are all reviewing there options.
It’s highly unlikely that they will get to build 2 separate plants on the block anyway so the next few months should see a “glasnost” moment between the 2 companies
WGO Price at posting:
24.5¢ Sentiment: Buy Disclosure: Held
