Casino license in Vietnam is very rare, there will unlikely to be another casino license for the Lao Cai region. Aristo can serve both the Chinese Yunnan market, as well as the SaPa tourist market. If by chances the Vietnamese government allow for local to visit casino, like they do in the South. Then it will be jackpot for whoever own Aristo. The Vietnamese companies have more insight into what the government will implement in the future, if there is any hints of local citizen allow to visit casino. Then expect premium bids for Aristo, maybe even USD $100mn is reasonable.
Russian vaccine is a limited vaccine, but a vaccine nonetheless. We’ll find out in the next 3 months how effective the vaccine will be. By pushing out this announcement, Putin have given markets around the world hopes, Banks will unlikely call in loan now because at least there is light at the end of the tunnel. The real vaccine for the West may be Oxford or Moderna, and this announcement just hurry up those companies in the West to announce their result soon. Expect, Oxford and Moderna to release their result in the next couple of weeks.
Sellers at 3.5 cents today will have regret in 2 months time, when true universal vaccine arrive. With good news regarding vaccine. For Donaco, perhaps instead of calling in the loan, megabank might just be more comfortable extending the remaining sum for another 2 years. This will buy DNA time.However, iam stillvery much in favour of DNA selling Aristo. As this will unlock value for shareholders immediately. If they can sell Aristo for USD $50mn, we will immediately see share price hitting at least 10 cents overnight.
