The big question mark is obviously whether the incident has permanently damaged rdf ability to win further renewal not to say new contract in the USA . That will be of a much greater magnitude than the single contract.
But I do agree that the pricing is getting increasingly attractive.
A safer entrance is probably post some further guidance from the management on the long term impact, even if it means missing out on the bottom.
RDF Price at posting:
$1.52 Sentiment: None Disclosure: Not Held
