It is on quite little volume so I wouldn't read too much into...

It is on quite little volume so I wouldn't read too much into it. I have a few disappointments in this, which probably just require a bit more time/patience on my end. 1) No further information about Moranbah power gen / Micro-LNG other than they have made progress. 2) No new development regarding where gas will go during Q2 next year when TPS undergoes overhaul. Only 8 months away so you'd hope we hear something by end of year.

Positively however, the overall cash drain from the bank should now be reduced. If they opt to fund charges from NQGP and TPS via the amendment (which they definitely will), this will actually propel the business into increasing its bank balances, particularly from now until end of Q2 CY25. Although it will be paid back in the future Apr 2026, by this point the business will be much more stable / financially robust and it will just add onto the DFF payments that would be due. It seems like you can place the operating costs fairly consistently at around $30m / quarter, and going off the ann regarding NQGP and TPS contracts amended - improving outgoing cost position by $30m for FY24, you'd assume contracts are about $7.5m / quarter, so taking this away puts operating costs around $22-23m / quarter from now if they fund the contract costs through the corporate guarantee. Very much napkin math but they should see some free cashflows for the next few months, and I wouldn't be surprised to see a very big revenue generating period from now until Feb. Also have to throw in that Dyno will shutdown extensively over summer, so they'll generate even more revenue than expected / previously.