Ann: Half Year Reports and Dividend Declaration, page-29

Main takeaways from the webcast that interested me:

- EBITDA/t (ref slide 7) for this Sept quarter should beat Dec 2020 quarter and I believe Justin said ~$7000/t = +40% higher than last
- Angel final 30% payment should be able to be met by cash and cash flows before Dec 31
- Angel power station = 20% discount on power costs
- (slide 11) Justin noted Tsingshan's growth targets and the main vibe I got was NIC will play a role (obviously?)

My opinion and I could easily be way off but I wouldn't be surprised if more expansion is in the works right now. Peter's comments about the final 30% touched on raising debt for future projects. I could see the final 30% agreed to be pushed to next year, current cash being used as a first payment on more RKEF lines and another raise. I hope if this happens they do the raise after this quarter report (which should be a huge improvement to already great numbers) when I'd expect the share price to be much higher.