RE: GR/presentation25 Mar 2021 15:11
my feeling is that current JV offer was cheap (since we are not yet DFS) and hence he refused to farm down cheap. however, the problem is PREM needs more for DFS and wont trust him when he said PREM has enough fund. seriously ??
if I were him, I will farm down a small %, just so that we can pass through cash for DFS. but i am fear now cash call will be needing for DFS Zulu.