the CATH deal looks far too cheap now anyway valuing a stake at $US1B, best to let it fall over
when AVZ alone ran to A$4.9B fully diluted at ATH for 51% (that was way overcooked imo) way overcooked....and so A$2.15B has been shaved since so far....
People need to start crunching some $ numbers on new updated DFS at 51%.
Without a mine even started, it better be North of US$3B NPV (x3) or even 80c looks cooked.
Ann: Arbitration request, page-215
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