something to think about until tuesday, page-3

come tuesday the final terms of the new delong/cfe agreement wld be finalised most likely along the fol lines:

1 - payment terms wld be less favorable than the old ding/cfe agreement [ most likely another deferment of the aud$70+million to another future date; only another option conversion @ 37cents/share. the remaining aud$180 million wld not be forthcoming until BFS or construction] WHAT THIS MEANS IS THAT DING HAS 40 MILLION CHEAP SHARES WHICH WILL PAY FOR HIM TO EXIT BEFORE ANY FURTHER MONIES COME TO CFE - IN SHORT A WIN WIN WIN POSITION FOR DING/DELONG.

2 - cfe wld become hastaged to ding/delong; from cfe shareholders' perspective it's like having your only daughter engaged without real prospects of a wedding. meanwhile other suitors have found other suitable partners.