I get what your poster is saying on ARIVA TG, but I think it is wrong. It will be a case of continued improvement in production, a reduction in ASIC, BUT IMPORTANTLY, a renegotiation of the debt funding so it is a sustainable operation. This is where the crux of it is. It wouldn't surprise me if they came out with a statement prior to christmas that there are improved repayment schedules based on realistic production figures and update LOM.
TGS Price at posting:
4.9¢ Sentiment: None Disclosure: Held