Nothing would compromise EXIM funding quicker than a leak, you...

Nothing would compromise EXIM funding quicker than a leak, you don't get US Govt funding by feathering your own nest, especially if you're after 402. AD would likely be hammering that point home as it would be on terms up until draw down the US can just walk away, beyond draw down there'd be penalties for breach. The first IBG will know of a decision is a written notice from EXIM which will be released to the ASX.

The lack of news or leaks is the likely catalyst for the dip, nothing else, silent running drives FUD. Whether you're gazing into a crystal ball or a Football, you're just guessing.