research report upgrade, page-34

combi

i think you should re-read the full text of patersons report.

while it gives the basis for their value assumption,it then goes on to say "we believe that a sell down of interest at a project level is more likely (with SEH actively pursuing this alternative) and a preferable funding alternative. "

lots of options but i think the later if it can happen would be the most expeditious.

GK