RVINTL,I hope it's not 'significantly higher' than that $4Bn...

RVINTL,

I hope it's not 'significantly higher' than that $4Bn figure. I would have thought that GJ & GC would have made mention of a significant rise in CAPEX (apart from the extra $600m to include Nabeba) during the last few weeks if they knew that was coming. Announcing an increase on that initial $3.4Bn could have been made, or at least intimated, when the inclusion of the Nabeba CAPEX was made public.

If it's around that $4Bn figure, give or take 10%, I don't think the market would react too severely.

Like you said, it's a wait and see game though. I do think that the DFS has been mostly priced into the market cap though, so am not expecting huge gains upon it's release. I'm waiting for partner/finance news for that to occur. I don't necessarily think that the lack of volume being traded and the steadiness of the share price is necessarily a bad thing, it could just mean that the information leaks in SDL have been plugged.