(ive mentioned this in another posts, but)
The payments are over 19 months, not in a lump sum, if they cancel a 6c dividend for 3 halves, thats $111m, which leaves 59m, or $20m per half, which doesnt seem like much, and thats assuming no prepayments.
Selling data centres might almost cover the amount as well, and ASC is certainly more important, its adds value to nextgen and the core business.
The bigger risk is earnings falling further unexpectently imo
VOC Price at posting:
$2.37 Sentiment: Buy Disclosure: Held