The SAMR is the trigger point of course because the $130m in...

The SAMR is the trigger point of course because the $130m in sales are already to go.
If you are waiting around for domestic sales, you will wait until 2020.
Be very interesting to see how the market really reacts to this news. How much is built in short term etc.
Will the big boys step in and send it to $ plus. I think the management have a reasonable idea of what the market wants, so strapping some deals in on the SAMR will give it another boost. Traders may take a quick flip on the news only to see a stream of deals to hit afterwards. I’m not sure if the other powered companies have a state enterprise waiting in the wings. At least you know they can pay their bills.