EXR 3.03% 16.0¢ elixir energy limited

Ann: Daydream-2 Operations Update, page-90

  1. 243 Posts.
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    I don't disagree that the timing is very non committal.

    I mused this morning that a 3rd party might be involved - knowing what we know now, could it have been in consultation with Haliburton trying to confirm the availability of equipment again for a more tangible time frame to be included in the announcement.

    Or as alluded to, was it to suffice the ASX with the assumptive modelling prediction.

    I mentioned in the other thread that I think its probably a net neutral announcement - LTH will see it as derisking. Traders looking for a cheaper entry point will sh*t can it to try and force the price down.

    Whilst a lot of us are saying "delays are ok we expect them" it doesn't bode well to the timeframe that's been publicized - particularly after that itself was such a large part of the "Investor Presentation" last week.

    I feel somewhat the same as I did wednesday morning before I saw the initial TH haha.
 
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