Far as I can tell the main issue in the “guaranteed 500M from the Ocasia JV” (there is a PR out there) for some reason (something to do with US GAAP, and possibly Singapore) SSC cannot claim this revenue. This was the 170M unaudited Q4 rev that is no longer included in 2017 and why they did not make 300M in 2017 per guidance. 2018 guidance should also be +330M with this deal. Word is the deal is still on they just cannot currently claim this towards revenue? If and when they can this could be a nice near trap. Change guidance to 600M+ once the Ocasia issue is resolved and watch this squeeze to new highs... imo.
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