PEER Comparisons, page-283

Yes world economics to loan money getting harder for Auz.

They still have offtake agreement for 100% over minimum 6 years.

At todays prices that is worth US$1.75 billion over first 6 years.

They will need US$850 million to build MHP processing plant.

They can pay plant off in first 5 years so only paying interest over first 5 years.

If LG and Auz extend another 5-7 years it's all profit after that.

If Auz is lucky they get a virtual interest free loan from Naif with longer term pay back.
If Naif loan $200 to $400 million Auz is laughing.

LG have 10 billion they might loan Auz money at good rates or even pre pay for materials.

None of this might happen it might happen.

There is more of a chance it doesn't happen, either way for a non holder it doesn't matter so why waste time here.

only my opinion