company`s request for trading halt ..., page-11

the FIRB delay could be a blessing in disguise if the fundamentals are getting better each week, providing they can keep rolling forward the debt. If they get some asset sales away it could be that MM is no longer their only exit strategy for this situation. But reading it again yes it's quite clear it's in relation to OZL's position to the share offer - not Min Metals, not FIRB, not bank refinancing.