Isn't KKR the obvious bidder?, page-20

Just open up the half year report, hit Ctrl+F and type in "sensitivity"

from that you'll be able to glean that a 10% reduction in yield or pricing results in about a $50-55m hit to assets.

They use 19.8kg for the heartwood yield despite, at the project level, forecasting a maximum of 15.7kg and in 9/15 vintages failing to hit that number.

Take for example the 2011 vintage. In the PDS, QIN marketed the project based on a yield of 27.5kg per tree. In the FY2016 report for that project, they're now forecasting 15.7kg. So in only 5 years, the forecast yield has dropped 43%, and they're still 10 years away from harvest. Do you think they'll make the 19.8kg they have to to make the numbers?