In defualt or dispute on rent?, page-15

That's a pretty accurate summary, I don't want to be critical of you or anyone else, but regardless of the best business models and directors doing there very best, water could beat everyone. No Water, no viable yield, unless they could purchase 3rd part product from other regions, not effected by these serious water shortages.
So using 6-9 months as a time frame for the board is arguable. If the water shortage and Mg price continues to increase, I would hope that they could dig in and cut costs to a bare minimum, until the water becomes more available.