Ann: Annual Report to Shareholders, page-35

@2ic . The A$420m is my rough estimate and includes a flash accounting disclosure of NAIF facility to the tune of around A$38m last year. Basically, a notional benefit of the Naif facility was credited against capes.

Flash disclosure adjustment and was an early warning that Flavio would push bs disclosure at every opportunity. The RoU assets I suspect are the energy assets. I'm not sure if these were part of original dfs capes estimate. Also weary of where the road, / airstrip capes was too

Rough numbers then disclosed cost A$380m plus A$38m NAIF trickery adjustment.