Hopefully it's ok to post the rest of my notes (if not please feel free to report them or let me know and I'll self-report)... my comments in bold
October on track for finance - 2 separate streams: SKI and other financials (for competition) not obliged to take SKI finance - likely in the middle of 4.2-8%
SKI aware of other finance stream negotiations (SK not happy about it *he laughed while saying*)
Apparently SKI borrows at 4.2% hence the rate will likely be more than this
SKI funding might be 0-40% debt to equity, likely 20
SKI will likely have aboard member
Mercedes are pushing SK to do the deal meaning we don't have to negotiate so hard
Aim to pay debt in 5 years
We're going to let COB pioneer their location and see how it goes before we do any serious work Thack
Spin off of non-core assets - "going well"
CEO interviews in progress
Consolidation- BB "hates consolidation of shares" and it's never been discussed by board
BFS on track for before July
Medea still acting as negotiators on our behalf with SKI and other banks etc.
Ni price of $10-12 lb profitable
BB "I'm naturally bullish" always good to know so you can add a grain of salt to future predictions
Loyalty holders to get options? Not discussed but up open to it
State and Fed govt. like the SCONI project
We did DD on SKI - they don't tend to TO partners (never have?) just take a 20% ish stake to keep a finger in the pie
SK can't buy shares on market- would be insider trade
Ditto for board as I stated on here before they know far too much unreleased info.
Mick loves SK deal
BB loves divvies and will push for em early
Flem offtake - SK and others interested
Instos buying last few days
Suspension - linked to all ords "extra scrutiny" BB - "I screwed up" nice to see a CEO take accountability
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