I think there is a group of people much more excited than you guys and that is RCF. They would clearly know that this game is now being played on their terms and the longer this plays on, the better off they will be.
They know the banks wont solely back it, they know there isnt anyone else, and they know that MZI love burning money with high admin costs, and that managment will need to get this funding option through urgently or else they will fall the same way that many others have.
If or when this deal gets signed off, watch for their big juicy in the money options or a sweet royalty payment on tonnes processed or both, maybe interest payments on their money.
Remember RCF is there for RCF, they wont give a crapper about anyone else.
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