Ninelives, fully agree. It's ain't gonna happen.
IMO (just for you DRS - got your order in yet ?), China will throw everything at Sundance to own the asset. Announcing the Tonkelili deal a few weeks before the Sundance asset equity deal (the ultimate prized treasure on the continent with a mere 20% of the capex cost of the ONLY other DSO project plagued by all kinds of grief) is no co-incidence.
4 months of trumpting SOE taking over from Hanlong and pulling the plug (48 HOURS prior to the CDB term sheet due date) tells me the Chinese will go FULL BOAR.
Ninelives, fully agree. It's ain't gonna happen.IMO (just for...
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