Yes, as I said in my comment.. we don't know it exactly.. because the information-policy of tgs has the same quality as their production-performance so far.. you never know if they beat the worst expectation..
There are just key words for the 18mn bridge:
- ongoing operations
- LOM
- cashflow
There isn't an exactly "wording" about "purchasing 3rd party material nor a recommencement of mining"!!!
Again - we stay out of a correct shareholder treatment.. (tgs-info-policy)!