AVZ Top 20, page-284

At this stage I think mgmt have to do non ideal things short term for the greater goals at the end . They may even have been wrong footed on funding or promises ( again) with other parties waiting for their failure and the sh backlash this necessary CR has caused . Posters are part of this playing out and are acting as predicted within the play . “At this stage I’d be happy with 10” type capitulation . If the other parties had their way you wouldn’t get 2c and that’s the attitude management are standing up to as this asset (your asset) is really worth we’ll birth of a US dollar . They need your support to realise these valuations even through brutal CRs. Make no mistake ( the elephant in the room is that) this CR is a fundamental catalyst to breaking deadlocks in funding and partner intentions . As the months roll by please watch what happens with SP, NR and Li sentiment . As things heat up this CR will pale into the horizon . My guess is that this really is the low point for SP. I wouldn’t bank on any news in the coming weeks ( although that’s possible) but I would bank on the mgmt making new inroads once the money is secured . Watch this space if still believe . I do .

AIMHO