Ann: Change in substantial holding, page-9

"Hell hath no fury like a woman scorned"
Don't listen to ex holders that forgot why they bought in and sold at a loss and now must justify decision to save face or self actualization.

All jokes aside.

It will be tough but the price of the assets that they purchased was so cheap that we just need to keep making that steady state production gains quarter on quarter and things will sort themselves out with the spot prices.
If the spot was shit then I would panic.
I spoke with the Collins street boys, an they were very comfortable with the value of the assets. One would assume they did extensive Due Diligence.