Cabott, there has not been a lot of volume traded on SDL in the last week, and as a result this thread has been quiet.
The big thing that we are waiting for now, is information relating to the identification of strategic offtake / partners. The trick is to try and anticpate when this is going to happen.
SDL have said all along that they plan to do this by mid 2009 and it is reflected in their development timeline.
Now when is mid year, well for mine it probably starts anytime from June. One would also have to assume that with everything going as planned, they would be aiming to make an announcement prior to their November meeting.
So although I am stating the obvious, reading between the lines we can expect to see an announcement on strategic partners between June and November, assuming that everything goes to plan. I will be extremely dissapointed, and somewhat concerned if this does not happen.
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