Well I'm back in the breach after a well earnt break.
Personally am happy with 29c raising. For those who have held this for a while, initial talk as recent as Nov was a 15c raising (and also as reported by Lonsec at the time).
Re: the finance arrangements changing, a notion I've held for a while is that some or all convertible notes that will be issued, will be as a component of attractive offtake deals.
This could be what MF is on about but this is just my pure speculation. Increased Loan facility is of course another option.
capital raising, page-3
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