BSX Day to Day SP discussion, page-289

They promised minimal dilution however, can't see how that could happen without selling the mine, a major interest in it or a takeover. Or restarting the concentrator and using it to back up our case for a loan in the case we ever do need $75m for the downstream etc.

We don't necessarily have to export any concentrate, but if we demonstrate we have that option perhaps Ecopro could buy it and store it in Vietnam until they're ready to use it. If we did export one shipment that would be enough to demonstrate we can service a loan to a bank also. There's a much broader way to look at the advantages of restarting the concentrator than the valid, and negative points you raise.