$2 Billion? I'm only aware of the $920 Million due in March 2019. Is there another major bond worth discussing?
> $1.2B increase in payables
That's a yearly increase. $500M-ish increase between Q2 -> Q3. I think its reasonable to expect payables to go up as they ramp up from 2000 M3/week to 4000 M3/week, but the number still gives me worry.
I think you're right to worry about these numbers. But its important to worry about the CORRECT numbers.
> $1.2B increase in payables
That's a yearly increase. $500M-ish increase between Q2 -> Q3. I think its reasonable to expect payables to go up as they ramp up from 2000 M3/week to 4000 M3/week, but the number still gives me worry.
I think you're right to worry about these numbers. But its important to worry about the CORRECT numbers.