With the reallocation of some 5 to 6% of the world's aid budgets, and using a self-help model, we could see a massive improvement in the living standards of the world's poor in the next 10 to 20 years.
However, the fact that no deal with an alternative distributor has been announced by now concerns us, and leads us to believe that DWA may be seriously considering a self-distribution model, which would likely require some sort of capital raise, likely in the form of debt issuance.