OK, TBW - I will have a go.
I have no idea whether there is a full shed or whether there is a ship in port or whether trucks are running Nobody does and until the co tells us, no one will really know.
As to whether CSD got any money all we know is that they were budgeting for a 2.1m inflow in the current qtr and a 2m outflow in the current qtr. No one knows anything else. And that includes about debt facilities and overdraft.
You state that either SPM walked into a deal ready to watch CSD collapse or all will be well - if they walked into the deal expecting collapse then why bother - I mean they know all the facts that we do not. So there has to be a contingency or no emergency at all. In answer to this all I can say is that SPM/SPI are s/h's just as you and I. They will be impacted the same as us.
RE JB, we know nothing except that he is on some projects.
As for red or black - I just leave them alone - .
CSD Price at posting:
2.5¢ Sentiment: Buy Disclosure: Held
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