Re mud mix: they previously made reference to a specific Melbana Mix (for Amistad-2 and beyond). Will find the reference for you if you can't find it (let me know).
And yes - you could be right (about what happened after perfs). They elude to a positive impact, but said no more than that. Maybe you are right too - maybe A2 will turn out to be a basket case and they will P&A it, and then pivot to Amistad-2.
Makes me wonder - Can they also have a crack at A3, or even A1 for the upper units?
Regards Kit
MAY Price at posting:
2.3¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)