talked to giulio later today as george was busy , but this is a over view in my words of the conversationn,
epc tender selection from now to end of June
tenders for mine will be in tomorrow
dont know yet weather the selection of the mine operator will aline with the anouncement of the port and rail till they see the detail in the docs
dont know if we need to sell any part of mine till see the final epc deal
china take over is remote at the moment till sdl get all there deals done ,
more likeley take over at a higher share price then now , once sdl lines up all the ducks and lower the risk
china/or the world would rather pay a higher price for a project that is derisked
dont read too much into what china has paid for other iron ore projects , ( i got the feeling there is more info to come too the market down the track about the deals , that we dont know )
both goverments are very tigh with sdl and giulio is in england next week with the president of cameroon , to be intrduced as the most important project in the country at a conferance
talked about our share price and the fact we need more larger instutions in sdl and hopefull once we sign off on the rail and port we will get more interest , but the market is very hard at the moment
thats about as much as i can remenber for now
best of luck for the next few weeks ,roll on June as after 7 years of holding this stock and others my time is running out in 8 weeks
SDL Price at posting:
9.0¢ Sentiment: Buy Disclosure: Held
