Kelsie, Its true NHC lent Senex money last year when DLS did a...

Kelsie,
Its true NHC lent Senex money last year when DLS did a buy out of Acer. NHC plan is to diversify from coal. NHC do have access to pools of cash, and it is possible they could come on as another keystone investor. I'm in two minds as a LT shareholder. would I prefer a keystone investor, asset sales or Senex to take on debt. In terms of getting access to cash to develop its assets, I guess I would prefer keystone investor 1st (cash for convertible shares), asset sales 2nd and debt 3rd. The very last thing I would want to see is a public equity raising. In summary I think what Kelsie has suggested in his post is increasing in probability as Ian's suggestion of assets sales to fund future capex is looking increasingly difficult with STO being squeezed.