Many thanks for the links provided in this post. I have guests coming over this evening but intend to write plenty re these issues at a later date. In summary it has made me :
a) more confident TSE will win the new 5 yr contract.
b) This campaign is one with which i am fairly sympathetic to has driven SP down by at least 35%. This has provided buyers/potential buyers with an excellent opportunity to enter in the days remaining before winner of the new contract is announced.
PS. I have ZERO evidence, absolutely none but watch for hostile TO of TSE not too long after contract is announced. My main hope is the TO is not announced too close to contract date as i expect the SP to leap by around 20% in first week. Then I'd love the TO to come through adding a decent amount to the new SP.You heard it first here on HC. I'm willing to nominate the predator within a week of contract. Naturally, should contract not be awarded it changes the chances substantially. But be cautious in buying TSE if you reckon number of refugees attempting to reach us here in Oz will decrease over next 5-10 yrs.
TSE Price at posting:
$1.00 Sentiment: Buy Disclosure: Held