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Travel restriction, page-397

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    I reckon the thai vendor is purposely delaying the AGM to get 2 months of data before the AGM

    It becomes increasingly likely to me that they won't have a capital raising before Xmas. Very tight time to raise capital when people start going away.

    Also, there is no mention of covenant test waiver.

    I could be wrong. They could have some announcement in the coming 1 week.
 
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