Possible Ronstieb, but maybe earlier because they will not have much left when they have committed to SM71 and management is prudent enough to not want to be short but I dont understand what is happening with Tanz. SWE says we owe them $2mill and we say $120k. Anyone know? It looks to me like we have enough to do SM71 with or without the higher Tanz cost and then can go to CR on the back of committed production, committed Kito and upside from the other assets.
POO, page-22
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