paul's here, page-11

OK OK, close to worse case is Eritrea govt say STB you've done a great job but we don't give a toss about you.

We want you to sell to our mates the Chinese.

The Chinese will get it for a song. But that song is still be more than the mkt cap of $50 million.
Unanimously agreed.

Maybe $80 m, maybe $100 m.

That's close to worse case. So I'm safe at today price.

Am I on the right path?