Hi Pikapika, I couldn't agree with you more. Timing is indeed...

Hi Pikapika, I couldn't agree with you more.

Timing is indeed everything but probably in more ways than one.

I studied all relevant events external and internal to SDL since August and draw the following conclusion.

If indeed our mine equity partner is the same Chinese SOE reported to be the suitor for 20% of FMG's Chichester hub, then I believe the sum paid for a stake in Mbalam-Nabeba would be rather handsome.

Here's the interesting bit...

IMO, it is not because China having been knocked back by FMG after a prolonged period of engagement now feels more inclined to pay more for high quality assets even in Africa (I suspect this is what the media will end up suggesting).

The cause and effect relationship and chronological order of things are actually for more complex. There is also a political dimension in all of this.

I think the key to unlocking the answers lie in Squidd's little nugget.