Intelligent investor (the tipsheet) posted an update on Sigma. Basically they think Sigma's been a massive dud and are advising to sell at around current levels of 45c. They say Sigma may have to sell of their most prized assets to repay its debt, but also think there's a risk that they can't get the sale away and will have to raise capital - they reckon this will be a big ask when market cap is $550m odd and net debt is over $700m.
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