RE:RE:MGMT info circularI don't know, it's not like there's a lot to discuss at the moment, might as well discuss it again as we are in a much different place this year than last. I'd suggest that before the next AGM we will be in a place where the consolidation makes the most sense (commercial production, cash flow positive).
As for being in the hole in working capital, that would be news to me as well although I knew we were running low. If the bank won't give them an extension, I would think they could work out a small (additional) discount with Glencore in exchange for advance payment on the first shipment or something along those lines. There are certainly a lot more options for raising some bridge cash in our current position compared to where we were last year, and it should be noted that we do have a very good working relationship with BNDES and the local government.