some very encouraging press over the last day or so. Seems as though Petr Fiala is going all in on Cinovec. Pretty bewildering therefore to see the SP response with only 1.9k shares traded today on the ASX today. I am trying to figure what i am missing here; Fiala's approval rating is very low, it was the worst in Europe earlier this year, but he has a longish term to serve. Also capital costs in the DFS are probably going to escalate, but that will be mitigated to some extent with cheaper/easily accessible EU debt and we still dont have a clear path to permit, but it looks as though Fiala is doing his level best to get the local municipalities onside. It seems pretty clear that positive (and tangible) progress can be made on all these risk during this year. Aside from general sector/macro weakness, it would be great to hear others views on other risks (other than just bashing KC)
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