Well, that was an exciting day's trading. I'm inclined to see the situation being unchanged by this postponement. Today's drop, plus the as-yet unannounced return of Dangote licences, makes low 0.02s an excellent re-entry point for me. I suspect there may be significant appreciation by the start of May following Caspian outcome, Dangote news and quarterly/monthly updates.
IEC Intra Energy, page-104
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