You may well be right, but I wouldn't be too sure. At the end of...

You may well be right, but I wouldn't be too sure. At the end of March they had 4 quarters of funding according to their quarterly cashflow report, and their timeline for obtaining funding and off-takes is Sep/Oct. They've got a third of the off-take shored up, so if that holds, they'll be fine. Also note that the last cap raise wasn't all that big. If there is another, I don't expect it to be big.

There is, however, someone that wants out. Given they've suppressed a few potential bounces, I'm hoping that they have sold off most of it. Maybe they know more than me after all.