positives - They describe the DFS as stellar. Acknowledge that SDl are looking for funding with the chinese but reminds us that Shere minerals was doing the same thing before being 'cherry picked' by Xstrata at a 61% premium.
caveat - involvement of Hanlong could be complicated considering their rival bids for Sphere , this has apparently dampened Xstrata chief Mick Davis's appetite for on market take overs
SDL Price at posting:
47.5¢ Sentiment: Hold Disclosure: Held