deals, page-19

just some running commentary.

nice to see uns jump a bit today. recent sharp rises on the nasdaq were not followed here in oz. admitedly, the reason they fizzled out is they were related to various broker upgrades and other such stuff. nothing fundamental.

hopefully there is something more fundamental playing out from yesterday and on the next few weeks. i still remember the april2012-june2012 gradual rise in uns (with no apparent news) which ultimately let to the $15m/y "small-deal".

looking forward to the next month or so:

- we know alan was out and about, so hows about a sign supply contract?
- also on the cards is the slated debt deal, do we have funding certainty?

cheers