@Alterego1168 said: "Pretty easy to guess why GXY is starting to...

@Alterego1168 said:

"Pretty easy to guess why GXY is starting to move into defensive position through the appointment of Goldman. I suspect that the biggest current risk to GXY is No 2018 pricing"

Note, the issue date of 2017 pricing.



@Alterego1168 said:

"with 2nd biggest risk being price deflation because there are other competitors selling at around $700-$800 for 6% spod."

Which competitors?

@Alterego1168 said:

"If no 2018 pricing - pretty much all the plans are out the window as there's simply no cash flow."

Just a gentle reminder