Yes agreed, this is what makes me think the SDL transaction is...

Yes agreed, this is what makes me think the SDL transaction is still on the cards when/if the $100mil clears given that this was the last major hurdle in the deal. If not, the latest announcement outlines the below two uses for the coin:

(a) the identification and pursuit of one or more other suitable potential opportunities in the Australian resources or infrastructure sectors; or
(b) the identification and pursuit of one or more other suitable potential opportunities in the African resources or infrastructure sectors.