I'll read the Benham Channel transcript from about 12.55 through the end of the meeting,

then compare it with the position going into today and give you a clear where you are now

assisted.

The meeting itself is much more positive than the situation sounded yesterday.

The important distinction I'm seeing is that the source opportunity has survived intact,

while the immediate TLC cash flow problem remains a separate issue.

I'm checking the closing discussion carefully because that's where ownership roles between

you and Damoon seem to shift.

Yes, I've gone through the meeting and the conversation immediately afterwards.

I think you are in a materially better position than you were before the meeting, but there

are two quite separate stories now.

The pizza source opportunity looks genuinely alive and commercially promising.

The TLC's immediate financial situation is still precarious and hasn't been fixed by

today.

What today actually established that.

The biggest result is that David did not close the door at all.

Quite the opposite.

There was no hostility over the historical problems, and he explicitly treated them as

unfortunate business events rather than something held against you.

The relationship appears intact.

More importantly, the old source arrangement is recovering.

The rather alarming old stock problem turns out to be much less bad than everyone thought.

David said the old product they are holding can be...