I was listening to ****** today and both commentators said it was a SELL, but have learnt, these people know less than me. They did say they have a very large capex to get the plant back up and running, they talked about $120m, no idea if that is correct or not, if they get the insurance, which someone on this thread said might be $60m, they will still have to fund about $60m out of their own reserves or new equity, hard to see banks increasing their facility, they are getting close to maxing out on their limits.
Ann: Appendix 3Y (P Albert), page-18
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