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My major concern at this point is the $132m in primary debt due...

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    My major concern at this point is the $132m in primary debt due this October. That's the sort of thing you'd normally refi a long, long time before it is due. Much more than six months before! They can't repay it. Only hope is refi. I wonder if the lender will only kick the can further down the road if they repay some principal - which of course is the whole reason AMA raised in Sept '23, the lender waived some covenants on condition they repay $35m


 
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