Ann: Quarterly Cashflow Report - December 2018, page-6

My only concern is how the debt markets are looking considering the fed has kind of indicated no more raises for the next couple of quarters so any debt financing would want to be done soonish but with only 305m soi any paper issued at a good price could be worth the small dilution. But it can't be a hash like last time.
They will want the options converting in Dec so there is potential cash there and all being well I will exercise mine.

The SoP project looks solid and they are on track for production late 2019 early 2020.
Getting SBM on board was a coup and I actually got talking to one of their guys in Perth a few months back and they think it could be the goods. It will take time to unveil but having exposure to it is a blessing and I wonder if there was a suspicion all along on what the ground held.