Good insights re XT I really hope this isn’t some shuffle to a related entity and more of a pre-arranged backstop with Ganfeng or similar contingent on the SP have breached a certain threshold... better still if it’s the start of an opportunistic move to build toward a takeover friendly or otherwise.
a T/O would have to be at multiples of where we currently sit - the lack of substantial follow-through ahead of the sub notice is against anything too exciting though unless they’re waiting for the mini surge and dip of DT’s entering and leaving for their few pips.
Good insights re XT I really hope this isn’t some shuffle to a...
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