Maybe mid november?? Sadly it looks like they will be quite...

Maybe mid november?? Sadly it looks like they will be quite constrained as far as further larger investments as well, as the balance sheet is around the 50% LVR area. They have very significant inventories and receivables that would need to be screwed down to do so without a cap raise. Not a nice constraint if I am right about that. Lots of working capital embedded in this business it seems.

I shorted it today - might be fooling myself - not sure. Maybe the business is at the yearly cycle high for these measures - but at the full year the current assets did not look overly different.