With respect to the microscopic analysis of late and no offense to anyone concerned but there are clear gaps in knowledge and calibre of the management team. Good to look at things closely but the broker analysts actualy talk to management and SCE do site visits. A little knowledge can be a dangerous thing and can give a misleading impression. There are many possibilities given the involvement of govts and partners and finance deals so there is room for a lot of error. All good but let's just bear that in mind. The DFS will tell us.
SDL Price at posting:
49.5¢ Sentiment: LT Buy Disclosure: Held
