RE: Align3 Jan 2019 11:20
Adams. At last a note of sanity. There seem to be so many on here who assume (or at least say they do) that whatever the outcome of talks there will be a massive rerate. You don't need to do any detailed analysis to see that logically this makes no sense. If we take the two extremes between the worst and best outcomes of the talks the current sp should be between the two possibilities. Therefore, although it is possible the news could give us a decent increase it is also possible that in a worse case scenario we could get a fall. Obviously hoping for the former, but the point is nobody knows.