Agreed. The cashflow timing is a snug fit for us.
Ideally we could put an offer of say $4 cash plus 1 OZL share(post consolidation) for every 3 SFR shares held. That's roughly a 50% cash, 50% scrip offer which would cost us around $500m for the share we don't already own. Utilise the financing package SFR are arranging.
It's doable!