Hi GCA, yes I am a Sundance optimist. Bluesky? I don't think so. I am not a captive of the current share price. That is all. Any reasonable transactions for the assets at prevailing real world commercial metrics (in most cases - without competition) would result in a number that IMO raise a lot of questions retrospectively about the current share price.
Have I been wrong before. Sheet yeah. Couldn't see the Liu Han theatrics coming. Had I lost money. Sheet load. Do I sincerely believe I will ultimately do well out of Sundance - no doubt barring something coming out of left field like a coup.
Just for the record, I have only posted with enthusiasm when I myself have seldomly bought (as just about everyone on the thread has done from time to time).
I have never suggested who would hoard or die to get out. I have ample times highlighted the risks. I have never told folks here that GJ told me so about anything or have spoken to numerous big time holders with more shares that a barge full to suggest whether most holders (including management) are dying to do one thing or another.
I have only provided a guesstimate of what a change if control event could potentially deliver based on a recent China SOE transaction. I have made references to the SDL published EV to the ASX and presented to global investors and the PRC as a positive piece of information.
I look forward to the announcement on the 29th.
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