SDV 3.39% 61.0¢ scidev ltd

Fair enough, i've also trimmed my position here.While it's great...

  1. 4,310 Posts.
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    Fair enough, i've also trimmed my position here.

    While it's great to see the SP holding firm at these levels recently (ninja must be rolling over in his grave, especially after his MGT call has suffered a near fatal blow this week), the news flow here has once again dried up and it's surely crunch time in regards to the bigger contract negotiations we've been patiently waiting an outcome on... I fear without at least 1 win soon this may begin a new downtrend.

    As for BCI, seeing a bit of talk around about it... certainly an interesting project although I fear the 100km2 of evap lakes is a bit... ambitious... and no doubt a lengthy lull before meaningful progress is made on that but they have royalties and their fingers in a few other pies. I'm already well positioned in KLL for a potash play however if there was to be a decent pullback I may consider a position.

    Happy to stick around and give SDV the time it needs to bring home the bacon - for now. Would appreciate an operations update tho...
 
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