Thanks Marcus, great analysis.
What do you think of the funding package for ARU and the new refinery to be built by them? And do you envisage that ATR is able to have access to a loan from the Criticial Minerals Facility to fund the debt components, noting that the equity component is mostly satisfied by UUUU's injection of $180m + $18m US of UUUU stocks.
Ann: CSAM Convertible Note Extension, page-6
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