I agree, the market has lost confidence with any deal splitit makes as most have not eventuated into anything substantial.
having said that Tabby has finally kicked in with 12m mSv for December alone. Interesting to see what tabby did for Q1 but I’m guessing around $24m mSv for q1. It has definitely taken a lot longer to materialise than I expected. It’s just a matter of time I guess.
my estimate for Spt total mSv for Q1 is around $120m-$130m.
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