RE: Next rise25 Oct 2019 23:26
Obs - I cant say I fully understand you analysis here it is awfully hard to get your head around !
I dont think hearing how many KtPA BCN is going to produce will help at all as everyone knows this is a good resource on paper.
Clarification of what Ganfeng can/are going to do with respect to further acquisition. My theory is that the market is worried about the deal with Ganfeng as it is hard to understand the full nuances of the deal IMO, and a lot of people will walk away from something that is just too complicated, as in my experience complexity is used to hide something undesirable. I have seen single innocent looking lines tucked away in 150 page contracts that were devastating when understood and taken in context.
Secker should be issuing some form of clarification rather than watching the share price go down the plug hole..