RE: Simple understanding17 Jan 2021 10:19
Piymouth-we were all out at the pub!!
Agree with Flavourshaker, slippage of timetable for finance is greatest risk, but management have slightly hedged themselves here by saying they will complete in 1H 2021, so they have given themselves plenty of time.Personally I think we will hear in March/April, but if it drags into May/June some will get nervous and bored so share could retest 6/7s.
Covid at the moment is only a risk in so far as it effects management travel to Brazil,slows down the mechanism of deal negotiation and effects lender/investor sentiment.We are not yet building so no effect on general workforce.
Otherwise risks are normal business implementation risks.Jurisdiction is fine and increasingly friendly to the UK.
You have done your work so I will not bother listing the positives, suffice to say they massively out weigh any potential negatives.