Nice find thedoors, makes for some healthy speculation. PP the only mention of AS at the meeting via MW was that it equated to 4 years mine life ( adding in to the AN production I assume ). I was kind of hoping the existing cash would see SM through to production (just guessing though ) regardless of the potential for a Vale surpise in between. But as per your calc's $13m of DSO - nice to know its there if needed IMHO.
