Yeah roughest back of envelope for me was another 20M to dig themselves out. Could the market tolerate that and what is the price for such tolerance?? Can't believe they weren't required to ditch AB and AM as a minimum at the last one. I mean I know you can't bullet everyone at once but surely they (as a minimum) don't survive this. If the macro moves against them then this ends in a real hurry. AUD weakness / USD strength the only thing keeping them alive at the moment (but that doesn't help them as much as others given the USD denominated debt)
Ann: Positive Operating Cash Flows Achieved for September Quarter, page-8
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