As I suggested in early January, I think a project with so many parts will take a while to come together.
“...As to whether they will pull this off or not should be known by July I think. Although there may be some positive announcements between now and then, I believe that most will be sold into. Moving forward the SP should trend in the channel from previous low to mid teens. Although there may be those that accumulate others will look to trade the ups and lows...”
I still hold onto these beliefs however you may be realistically looking at third quarter of this year before seeing the 'holy sheet' announcement most are hoping for.
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