Been thinking about this. I note that recent guidance from our CEO via direct comms was that he was not worried about cash. We all thought that was a bit surprising given recent cash flow and focus on Cobalt drills and metallurgy at Mt Cobalt. So, that could total facade when we asked, or it's true. If not a facade and cash is indeed ok, then obviously Malaysia is all good and we're just waiting for the rest of the original revenue plus the current stock can then be sent to get more. Face value right? If that is a facade, then I see two potential pathways. (A) Malaysia is not fine and we have a genuine problem. (B) Another private DGR salary conversion by directors into a CR and a bit more dilution for everyone. I'm actually not worried about (B). It's a fact of life in junior mining stocks. I am worried about (A) and if it materialises I would be dumping ANW in a flash as it represents a very significant risk to ongoing activities. Either way, we will know at the next quarterly if our CEO has pulled the wool on us, or was indeed genuine.
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