Andres, the sp will have to run sooner than later.
There is no money to be made by the big boys and traders in this environment.
This aint Hanlong scream mask era. No one is selling.
Not after Tenders are back. Interest is strong.
A fully derisked scenario (not inconsistent with the options clearly laid out the the SDL corporate presentation and tender related releases) could be within reach in weeks.
I expect a broker report with a circa 20c target would be loudly publicized followed by an engineered dump (at high volume) to scare the daylight out of retailers with weak bladders.
Andres, the sp will have to run sooner than later.There is no...
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