RE:RE:AssessmentYeah thanks RetiredCF. I too find your posts on all the analyst coverage extremely helpful. Across all the boards.
I touched base with Marcus (SDE Corp Dev) and he mentioned that SDE was not exactly going to operate like a yieldco as the strategy was made out to be. They are looking for acquisitions (bolt-on / tuckin) and mentioned that opportunities at cheaper valuations to Peytos Repsol acquisition are around. I was a bit peeved that they were differing to what was communicated but this team is pretty good at this and have a proven track record. I am sure whatever they do, it will be accretive and add value.