Nothing much would happen to SDL because they are not in production and wont be for a few years.
(If the IO price falls to that level, the project won't even get up).
The question is what happens to the IO industry overall if the bulk commodity falls to this price.
All of the minor and mid tier IO producers in Australia would disappear very quickly and the 'last men standing' BHP & RIO would flat line and be treading water.
I don't think it is in anyone's interest including the Chinese to see the price fall to this level.
As far as predicting! Why would you even try and do this? ******** is aptly named!!
SDL Price at posting:
1.5¢ Sentiment: Hold Disclosure: Held
