"The conclusion here is do not invest in Africa."
Over-simplified IMO.
The conclusion for me, which I acted on via selling @ ~50c, was it is imperative that companies operating in Africa have financing options other than relying on the Chinese.
SDL had a number of financing options available when Talbot was alive. Those financing options left the building when the plane crashed.
When the facts/circumstances change, assess whether you need to change your position.
Cheers!
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