Was a good interview. Especially the fact that sop market is growing at 100ktp pa.
Good news he was briefing an analyst, hopefully the approval and dfs will attract some institutional buying.
Im taking a portfolio approach to this sector, too volatile for a single exposure. With the benefit of hindsight though, the foundational de risking approach by Rwd to get env/NT approvals would appear to be the best path and is a gift at these prices on a comparable basis. Tmg should take note of the Rwd approach.
Good luck to all and reckon the dfs will be a cracker.
RWD Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
