Macro
The shared layer- AquaPlant throughput 06:40
- CapturebankWaste-to-value output 06:15
- Silex OceanBioactive batch 2 dstale
- YieldIncome-book liquidity 06:00
- CapitalMarket dislocation Prior close
- ShareholdersRegister change 05:52
Present-state estimate
One state for the group
- Sense
- Estimate
- Propose
- Decide
Sensed 6 inputs
- Clawback Aqua 06:40 Plant throughput 412 m³/h±9
- Capturebank AS 06:15 Waste-to-value output 18.4 t/day±1.2
- Silex Ocean AS 2 days, stale Bioactive batch 14 assay 2.1 %±0.4
- Clawback Yield 06:00 Income-book liquidity 38 days±3
- Clawback Capital Prior close Top-ranked dislocation 0.71±0.12
- Clawback AS 05:52 Register change 1 transfer pending
Present-state estimate 07:02
Headroom over 90-day commitments
1.6×
80 % band 1.3× to 1.9×, from 6 inputs
Call: headroom adequate
Would change the call
- A fresh Silex assay below 1.5 %
- Aqua throughput under 380 m³/h for three shifts
- The Capital dislocation closing before review
Proposed action
Request a fresh batch assay from Silex Ocean before the Capital review.
The group's own data, proven inside the portfolio before it is offered out.