I did sense excitement in the air this time last year, this year I don't get the same feeling. Too many blunders last year and now we're told we won't get any lab results back until the end of September, plus a lack of specials and also the talk of 40,000 BCM per month has been dropped.
It's little wonder really that people are hesitant. There was serious money needed from Carrington for their options exercise and it looks like they've baulked at the last minute.
Doesn't mean anything has changed on the ground, but certainly market sentiment has changed.
B22.
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