Hi squidd
I agree with your outlook on sdl.It would certainly be a much better outcome for share holders if Wuhan or Wisco were to take a half stake as a jv partner with an offtake deal.This i believe represents the most attractive deal for sdl going forward, and certainly would reward all the patient investors who have been on this rollercoaster of a ride.I'm confident we would see a massive rerating in the sp if this were to happen, however i just get a feeling that Hanlong will be given a second chance[all be it with a bigger bid maybe 60/70c]to save face.
Imo the next few weeks are going to shape this company so lets just hang in there and see what happens.
Cheers,
CB
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