Member Info for helloDave

The US market no longer concerns Sidara or Wood, the US is now a back water country like it was back in 1941, the power it gained from WW2 militarisation has been wiped out.

Yeah, Sidara would only have gone for a short extension if they knew a deal was close. They are not guaranteed an other extension, and if they walk away they won't have another chance for 6 months, and given the new world forming that is non-US centric there will be massive opportunity to focus on the MENA regions where Wood are opening and growing.

10x opportunity

Craig leaving indicates that he knows a deal is coming and found another role to move to be Sidara start consolidation of senior roles.

KSA (aka Saudi Arabia) are ramping up their infrastructure and have massive pockets.

As the world pivots away from the US there is new focus on the MEA

Https://www.constructionweekonline.com/news/rise-tower-saudi-arabia

It's institutions that are being trapped, private investors make a very small percentage and have the ability to sell, but the good news is this means that institutions will want the Sidara takeover to happen asap to get funds back to use on the current market low.

Well done Sidara you have played a great game

Make it rain golden baby!

the bod dropped a ******* on this and need replacing, the best situation for them is the takeover, get their golden parachute and get the major shareholders a payday

If sid allow an extension before an offer then need to accept they have lost and let a rival get back to strength to take their dinner

If Sidara walk away they signal to their rivals and potential clients they are weak and dont have the strength needed for major projects. it will open the door for Wood to come and take all of Sidara's potential projects.

Everything is playing into Sidara hands and making a takeover more likely

Because PI are panicked and institutions are selling to cover portfolio loses. No news on Sidara will make short termers fearful, but long term everything points to massive rise.

All Trump is doing is making the world look at their own markets and move away from the US, this is great news for Wood and Sidara

Funds are trimming to protect their portfolio averages, and PI wetting pants.

If Sidara struggled last time to get a deal they will need to put a good whack on the table now.

Sidara needs wood not the other way round.

Valuing Wood at the current price makes no sense, the current price does not take into account true value of assets and contracts.

Sidara know they need to pay circa 200 as a starter, and their sale of Worley gave them the cash to achieve this.

Sidara have the cash and the drive.

I would be surprised if an extension gets provided, as such really they have until the 17th to get a great offer on the table, before US funds start trying to takeover to diverge their portfolio away from being US centric

Sidara got 1.4billion from the sale, hence why they have cash to hand ready for the Wood takeover

Massive opportunity here, all the contracts will make it easy for Wood to refinance, and Sidara knows if the don't get Wood now then no chance in the future.

Wood group are ramping up international operations are quicker and with bigger projects than their rivals.

Happy to keep buying and make massive profit from here. Now is the time where being strong and diamond hands is what makes people very rich.

When Rome burns the Senate families get ready to buy the land for new housing