RE: Plausible scenario...30 Nov 2023 04:29
No confusion here. The focus of the article is specifically on the Chinese and their role as investors in Ecuador. Consequently, the investor mentioned in the section on Solg is Jiangxi, not solg. The author specifically mentioned Jiangxi in order to reinforce the extent and scope of the Chinese investment interests in Ecuador. Solg don't have enough cash to keep the lights on after Q1, why would they be signing up to expenditures of up to U$5B? The subject of this are the Chinese. Dear I say it, Warren has always stated that he believes that the Chinese will be the buyer. I agree, the company should clarify. If there are legs to this story, I know how I will be voting:)