I'm simply thinking back to what PL said during his outburst at a general meeting a few months ago. There is a recording of it lieing around where he mentions that revenue is likely to lag production by 12 months...
5hare, here it is CCC - GM-Aug2012
Mentions -
1. No upstream cashflow into the parent, CCC, from the subsidiary, CCL, for a good 12 twelves months or so.
2. Needing funds, this is where VAN-MAG comes, to complete Mashala transaction in Feb'13.
3. CCC requires funds to survivie - this is where the sale of non-core assets come into play.
... first qtr '13 will be telling - we stay tuned
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