RE: SR ...6 Dec 2018 16:18
Hi FX, I love to say all good bud but with the general state of the markets atm..you know. Still, I'm managing to scalp a living!
I do see your point. I imagine they are constrained by the NDA's? Would them confirming that they were in discussions on a JV or sale be helpful? Perhaps but I'm not sure. Anyone wanting to launch a hostile bid is at liberty to do so but I doubt that would happen until the Leben issue is resolved one way or another.
In fairness to them, I don't think Leben's actions were foreseeable. Had that not happened, I do think the permits would probably have been granted (though your one thing after another comment is very valid) On the downside, they still can't write an RNS to save their lives and the timing of this one is not a good indicator of the way the discussions are going with the Slovenians imo.
I'll try and catch up with you away from here at some point. Atb