I reckon the cancellation of the deal with Hanlong wouldve only ever dropped the price to around this level anyhow.
I personally sold out a few months ago, but if it drops anywhere near the teens I'll be coming in hard I think.
No matter what anyone says, the resource is large and if the CAPEX can be put up/govt be reliable this will make whoever develops it a truck load of cash no matter what the price of IO.
SDL Price at posting:
21.0¢ Sentiment: None Disclosure: Not Held