After a quick scan, for me some highlights are:

1. new investment of $48M for 30% equity stake; translates to per share price multiple times currently valuation

2. DA signing slipped out of Q1 but expected in Q2

3. value of Site has increased sharply and could have a materially positive effect on future cash flows; old estimates of net positive cash flow in excess of USD $600M over five years

Anyone else see other major positives or negatives?